BluePath Capital Management’s Broadcom AVGO Stock Holding History

BluePath Capital Management’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	$1.88M	Sell	4,989 -393	-7%	-$158K	1.03%	18
2026 Q1	$1.67M	Sell	5,382 -377	-7%	-$124K	1.15%	15
2025 Q4	$1.99M	Buy	5,759 +448	+8%	+$160K	1.35%	12
2025 Q3	$1.75M	Buy	5,311 +556	+12%	+$171K	1.28%	17
2025 Q2	$1.31M	Sell	4,755 -560	-11%	-$122K	1.15%	16
2025 Q1	$890K	Sell	5,315 -3,851	-42%	-$815K	0.93%	22
2024 Q4	$2.07M	Buy	9,166 +1,135	+14%	+$210K	1.11%	17
2024 Q3	$1.39M	Buy	8,031 +2,531	+46%	+$406K	0.86%	20
2024 Q2	$884K	Buy	5,500 +1,350	+33%	+$189K	0.62%	31
2024 Q1	$550K	Sell	4,150 -2,070	-33%	-$256K	0.42%	57
2023 Q4	$673K	Buy	6,220 +1,040	+20%	+$98.5K	0.57%	33
2023 Q3	$431K	Buy	+5,180	New	+$449K	0.4%	53

Other funds holding AVGO

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BluePath Capital Management's AVGO Position: Q2 2026 in Review

BluePath Capital Management reduced its Broadcom (AVGO) stake by 7.3% in Q2 2026, selling an estimated $158K and leaving 4,989 shares worth $1.88M. The position accounts for 1.03% of the portfolio, ranked #18.

BluePath Capital Management first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.07M in Q4 2024. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

BluePath Capital Management held 4,989 shares of Broadcom worth $1.88M as of Q2 2026.
BluePath Capital Management sold 393 Broadcom shares in Q2 2026, an estimated $158K.
Broadcom made up 1.03% of BluePath Capital Management's portfolio in Q2 2026, its #18 holding.
BluePath Capital Management first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
BluePath Capital Management's Broadcom position peaked at $2.07M in Q4 2024.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.