Blue Fin Capital’s Broadcom AVGO Stock Holding History

Blue Fin Capital’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2M	Buy	40,281 +3,427	+9%	+$1.37M	2.2%	8
2026 Q1	$11.4M	Buy	36,854 +2,134	+6%	+$702K	1.87%	12
2025 Q4	$12M	Buy	34,720 +7,057	+26%	+$2.52M	1.86%	12
2025 Q3	$9.13M	Buy	27,663 +15,017	+119%	+$4.61M	1.43%	14
2025 Q2	$3.49M	Buy	12,646 +8,466	+203%	+$1.84M	0.59%	32
2025 Q1	$700K	Buy	4,180 +907	+28%	+$192K	0.14%	87
2024 Q4	$759K	Buy	3,273 +608	+23%	+$112K	0.14%	86
2024 Q3	$460K	Buy	2,665 +755	+40%	+$121K	0.09%	99
2024 Q2	$307K	Buy	1,910 +100	+6%	+$14K	0.06%	123
2024 Q1	$240K	Sell	1,810 -10	-0.5%	-$1.24K	0.05%	133
2023 Q4	$203K	Buy	+1,820	New	+$172K	0.05%	138

Other funds holding AVGO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Blue Fin Capital's AVGO Position: Q2 2026 in Review

Blue Fin Capital increased its Broadcom (AVGO) stake by 9.3% in Q2 2026, buying an estimated $1.37M and bringing the position to 40,281 shares worth $15.2M. The position accounts for 2.2% of the portfolio, ranked #8.

Blue Fin Capital first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,599 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Blue Fin Capital held 40,281 shares of Broadcom worth $15.2M as of Q2 2026.
Blue Fin Capital bought 3,427 Broadcom shares in Q2 2026, an estimated $1.37M.
Broadcom made up 2.2% of Blue Fin Capital's portfolio in Q2 2026, its #8 holding.
Blue Fin Capital first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
2,599 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.