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Canopy Partners’s Broadcom AVGO Stock Holding History

Canopy Partners’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 		$4.4M Buy
11,650
+729
+7% +$292K 1.32% 18
2026
Q1 		$3.38M Sell
10,921
-60
-0.5% -$19.7K 1.16% 20
2025
Q4 		$3.8M Buy
10,981
+1,427
+15% +$510K 1.24% 19
2025
Q3 		$3.15M Buy
9,554
+2,214
+30% +$679K 1.05% 20
2025
Q2 		$2.02M Buy
7,340
+510
+7% +$111K 0.74% 30
2025
Q1 		$1.14M Buy
6,830
+336
+5% +$71.1K 0.45% 49
2024
Q4 		$1.51M Sell
6,494
-54
-0.8% -$9.99K 0.57% 37
2024
Q3 		$1.13M Buy
6,548
+278
+4% +$44.6K 0.49% 39
2024
Q2 		$1.01M Buy
6,270
+100
+2% +$14K 0.47% 41
2024
Q1 		$818K Buy
6,170
+1,720
+39% +$213K 0.4% 56
2023
Q4 		$497K Buy
+4,450
New +$421K 0.3% 77

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

Canopy Partners's AVGO Position: Q2 2026 in Review

Canopy Partners increased its Broadcom (AVGO) stake by 6.7% in Q2 2026, buying an estimated $292K and bringing the position to 11,650 shares worth $4.4M. The position accounts for 1.32% of the portfolio, ranked #18.

Canopy Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Canopy Partners held 11,650 shares of Broadcom worth $4.4M as of Q2 2026.
  • Canopy Partners bought 729 Broadcom shares in Q2 2026, an estimated $292K.
  • Broadcom made up 1.32% of Canopy Partners's portfolio in Q2 2026, its #18 holding.
  • Canopy Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.