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Brookwood Investment Group’s Broadcom AVGO Stock Holding History

Brookwood Investment Group’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 		$16.9M Sell
44,688
-9,721
-18% -$3.9M 1.9% 6
2026
Q1 		$16.8M Sell
54,409
-7,275
-12% -$2.39M 2.08% 5
2025
Q4 		$21.3M Buy
61,684
+10,668
+21% +$3.81M 2.56% 5
2025
Q3 		$16.8M Sell
51,016
-6,998
-12% -$2.15M 2.17% 8
2025
Q2 		$16M Buy
58,014
+4,047
+7% +$879K 2.58% 7
2025
Q1 		$9.04M Buy
+53,967
New +$11.4M 1.55% 12

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brookwood Investment Group's AVGO Position: Q2 2026 in Review

Brookwood Investment Group reduced its Broadcom (AVGO) stake by 18% in Q2 2026, selling an estimated $3.9M and leaving 44,688 shares worth $16.9M. The position accounts for 1.9% of the portfolio, ranked #6.

Brookwood Investment Group first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.3M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Brookwood Investment Group held 44,688 shares of Broadcom worth $16.9M as of Q2 2026.
  • Brookwood Investment Group sold 9,721 Broadcom shares in Q2 2026, an estimated $3.9M.
  • Broadcom made up 1.9% of Brookwood Investment Group's portfolio in Q2 2026, its #6 holding.
  • Brookwood Investment Group first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Broadcom position peaked at $21.3M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.