Callan Family Office’s Broadcom AVGO Stock Holding History

Callan Family Office’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	$80.4M	Buy	212,834 +10,711	+5%	+$4.29M	1.57%	10
2026 Q1	$62.6M	Sell	202,123 -3,589	-2%	-$1.18M	1.42%	11
2025 Q4	$71.2M	Buy	205,712 +60,794	+42%	+$21.7M	1.53%	10
2025 Q3	$47.8M	Sell	144,918 -5	-0%	-$1.53K	1.52%	9
2025 Q2	$39.9M	Buy	144,923 +103,386	+249%	+$22.5M	1.26%	10
2025 Q1	$6.95M	Sell	41,537 -12,704	-23%	-$2.69M	0.52%	36
2024 Q4	$12.6M	Buy	54,241 +51,851	+2,169%	+$9.59M	0.8%	23
2024 Q3	$412K	Buy	2,390 +290	+14%	+$46.5K	0.07%	114
2024 Q2	$337K	Buy	+2,100	New	+$294K	0.06%	111
2024 Q1	–	Sell	-1,820	Closed	-$203K	–	90
2023 Q4	$203K	Buy	+1,820	New	+$172K	0.05%	99
2023 Q3	–	Sell	-2,380	Closed	-$206K	–	90
2023 Q2	$206K	Buy	+2,380	New	+$170K	0.05%	106

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Callan Family Office's AVGO Position: Q2 2026 in Review

Callan Family Office increased its Broadcom (AVGO) stake by 5.3% in Q2 2026, buying an estimated $4.29M and bringing the position to 212,834 shares worth $80.4M. The position accounts for 1.57% of the portfolio, ranked #10.

Callan Family Office first reported a position in AVGO in Q2 2023 and has held it in 11 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Callan Family Office held 212,834 shares of Broadcom worth $80.4M as of Q2 2026.
Callan Family Office bought 10,711 Broadcom shares in Q2 2026, an estimated $4.29M.
Broadcom made up 1.57% of Callan Family Office's portfolio in Q2 2026, its #10 holding.
Callan Family Office first reported a position in Broadcom in Q2 2023 and has held it in 11 quarters since.
4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.