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Caldwell Sutter Capital’s Broadcom AVGO Stock Holding History

Caldwell Sutter 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 		$365K Sell
965
-88
-8% -$35.3K 0.14% 158
2026
Q1 		$326K Sell
1,053
-193
-15% -$63.5K 0.13% 159
2025
Q4 		$431K Sell
1,246
-210
-14% -$75.1K 0.18% 132
2025
Q3 		$480K Sell
1,456
-136
-9% -$41.7K 0.21% 121
2025
Q2 		$439K Sell
1,592
-216
-12% -$46.9K 0.2% 121
2025
Q1 		$303K Sell
1,808
-202
-10% -$42.8K 0.14% 154
2024
Q4 		$466K Buy
2,010
+32
+2% +$5.92K 0.22% 116
2024
Q3 		$341K Sell
1,978
-432
-18% -$69.3K 0.16% 141
2024
Q2 		$387K Buy
2,410
+160
+7% +$22.4K 0.19% 126
2024
Q1 		$298K Sell
2,250
-410
-15% -$50.8K 0.14% 152
2023
Q4 		$297K Sell
2,660
-140
-5% -$13.3K 0.15% 141
2023
Q3 		$233K Sell
2,800
-600
-18% -$52K 0.13% 158
2023
Q2 		$295K Buy
3,400
+1,140
+50% +$81.3K 0.15% 140
2023
Q1 		$145K Buy
+2,260
New +$136K 0.11% 161

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

Caldwell Sutter Capital's AVGO Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Broadcom (AVGO) stake by 8.4% in Q2 2026, selling an estimated $35.3K and leaving 965 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #158.

Caldwell Sutter Capital first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. The position peaked at $480K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Caldwell Sutter Capital held 965 shares of Broadcom worth $365K as of Q2 2026.
  • Caldwell Sutter Capital sold 88 Broadcom shares in Q2 2026, an estimated $35.3K.
  • Broadcom made up 0.14% of Caldwell Sutter Capital's portfolio in Q2 2026, its #158 holding.
  • Caldwell Sutter Capital first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Broadcom position peaked at $480K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.