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Capital Advisors Inc’s Broadcom AVGO Stock Holding History

Capital Advisors Inc’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 		$8.51M Buy
22,521
+72
+0.3% +$28.9K 0.13% 97
2026
Q1 		$6.95M Sell
22,449
-74,080
-77% -$24.4M 0.11% 99
2025
Q4 		$33.4M Sell
96,529
-10,408
-10% -$3.72M 0.54% 70
2025
Q3 		$35.3M Sell
106,937
-69,583
-39% -$21.3M 0.59% 68
2025
Q2 		$48.7M Buy
176,520
+1,174
+0.7% +$255K 0.87% 47
2025
Q1 		$29.4M Sell
175,346
-15,087
-8% -$3.19M 0.58% 73
2024
Q4 		$44.2M Sell
190,433
-215
-0.1% -$39.8K 0.88% 43
2024
Q3 		$32.9M Sell
190,648
-78,212
-29% -$12.5M 0.66% 61
2024
Q2 		$43.2M Sell
268,860
-98,720
-27% -$13.8M 0.89% 41
2024
Q1 		$48.7M Sell
367,580
-83,590
-19% -$10.4M 1.05% 32
2023
Q4 		$50.4M Sell
451,170
-30,990
-6% -$2.93M 1.13% 28
2023
Q3 		$40M Sell
482,160
-6,200
-1% -$537K 1.05% 32
2023
Q2 		$42.4M Sell
488,360
-91,310
-16% -$6.51M 1.08% 32
2023
Q1 		$37.2M Buy
579,670
+6,530
+1% +$393K 1% 34
2022
Q4 		$32M Buy
573,140
+14,730
+3% +$739K 0.91% 39
2022
Q3 		$23.9M Buy
558,410
+7,650
+1% +$391K 0.74% 50
2022
Q2 		$26.8M Buy
550,760
+27,070
+5% +$1.52M 0.8% 45
2022
Q1 		$33M Buy
523,690
+16,030
+3% +$952K 0.9% 42
2021
Q4 		$33.8M Buy
507,660
+12,060
+2% +$678K 0.9% 38
2021
Q3 		$24M Buy
495,600
+6,310
+1% +$307K 0.71% 58
2021
Q2 		$23.3M Buy
+489,290
New +$22.7M 0.7% 60
2021
Q1 		– Sell
-727,180
Closed -$31.8M – 236
2020
Q4 		$31.8M Buy
727,180
+16,630
+2% +$648K 1.14% 23
2020
Q3 		$25.9M Buy
710,550
+8,670
+1% +$290K 1.05% 29
2020
Q2 		$23.1M Buy
701,880
+28,830
+4% +$807K 0.96% 35
2020
Q1 		$16M Buy
+673,050
New +$19M 0.87% 41

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Capital Advisors Inc's AVGO Position: Q2 2026 in Review

Capital Advisors Inc increased its Broadcom (AVGO) stake by 0.32% in Q2 2026, buying an estimated $28.9K and bringing the position to 22,521 shares worth $8.51M. The position accounts for 0.13% of the portfolio, ranked #97.

Capital Advisors Inc first reported a position in AVGO in Q1 2020 and has held it in 25 quarters since. The position peaked at $50.4M in Q4 2023. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capital Advisors Inc held 22,521 shares of Broadcom worth $8.51M as of Q2 2026.
  • Capital Advisors Inc bought 72 Broadcom shares in Q2 2026, an estimated $28.9K.
  • Broadcom made up 0.13% of Capital Advisors Inc's portfolio in Q2 2026, its #97 holding.
  • Capital Advisors Inc first reported a position in Broadcom in Q1 2020 and has held it in 25 quarters since.
  • Capital Advisors Inc's Broadcom position peaked at $50.4M in Q4 2023.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.