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Capital Advantage’s Broadcom AVGO Stock Holding History

Capital Advantage’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 		$263K Sell
697
-42
-6% -$16.8K 0.03% 138
2026
Q1 		$229K Sell
739
-1
-0.1% -$329 0.03% 139
2025
Q4 		$256K Buy
740
+66
+10% +$23.6K 0.03% 132
2025
Q3 		$222K Buy
+674
New +$207K 0.03% 136
2025
Q2 		– Sell
-1,059
Closed -$245K – 140
2025
Q1 		$245K Hold
1,059
– – 0.04% 124
2024
Q4 		$245K Buy
+1,059
New +$196K 0.04% 124

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

Capital Advantage's AVGO Position: Q2 2026 in Review

Capital Advantage reduced its Broadcom (AVGO) stake by 5.7% in Q2 2026, selling an estimated $16.8K and leaving 697 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #138.

Capital Advantage first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capital Advantage held 697 shares of Broadcom worth $263K as of Q2 2026.
  • Capital Advantage sold 42 Broadcom shares in Q2 2026, an estimated $16.8K.
  • Broadcom made up 0.03% of Capital Advantage's portfolio in Q2 2026, its #138 holding.
  • Capital Advantage first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.