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Capital Advisors Ltd’s Broadcom AVGO Stock Holding History

Capital Advisors Ltd’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 		$2.5M Sell
6,616
-570
-8% -$229K 0.25% 67
2026
Q1 		$2.22M Buy
7,186
+14
+0.2% +$4.61K 0.25% 70
2025
Q4 		$2.48M Buy
7,172
+70
+1% +$25K 0.28% 57
2025
Q3 		$2.34M Buy
7,102
+21
+0.3% +$6.44K 0.26% 59
2025
Q2 		$1.95M Sell
7,081
-24
-0.3% -$5.21K 0.24% 62
2025
Q1 		$1.19M Buy
7,105
+239
+3% +$50.6K 0.16% 84
2024
Q4 		$1.59M Buy
6,866
+83
+1% +$15.4K 0.2% 71
2024
Q3 		$1.17M Buy
6,783
+163
+2% +$26.1K 0.15% 88
2024
Q2 		$1.06M Buy
6,620
+270
+4% +$37.8K 0.14% 93
2024
Q1 		$842K Buy
6,350
+1,250
+25% +$155K 0.11% 113
2023
Q4 		$569K Hold
5,100
– – 0.08% 134
2023
Q3 		$424K Hold
5,100
– – 0.07% 166
2023
Q2 		$442K Buy
5,100
+1,570
+44% +$112K 0.07% 164
2023
Q1 		$226K Sell
3,530
-1,410
-29% -$84.8K 0.04% 220
2022
Q4 		$189K Buy
4,940
+1,490
+43% +$74.7K 0.03% 245
2022
Q3 		$153K Buy
3,450
+50
+1% +$2.55K 0.03% 265
2022
Q2 		$165K Buy
3,400
+60
+2% +$3.37K 0.03% 260
2022
Q1 		$210K Buy
3,340
+490
+17% +$29.1K 0.03% 223
2021
Q4 		$190K Buy
2,850
+730
+34% +$41K 0.03% 231
2021
Q3 		$103K Buy
2,120
+1,750
+473% +$85.1K 0.02% 274
2021
Q2 		$18K Hold
370
– – ﹤0.01% 369
2021
Q1 		$17K Hold
370
– – ﹤0.01% 367
2020
Q4 		$16K Hold
370
– – ﹤0.01% 356
2020
Q3 		$13K Hold
370
– – ﹤0.01% 363
2020
Q2 		$12K Hold
370
– – ﹤0.01% 356
2020
Q1 		$9K Buy
+370
New +$10.4K ﹤0.01% 373

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 Advisors Ltd's AVGO Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Broadcom (AVGO) stake by 7.9% in Q2 2026, selling an estimated $229K and leaving 6,616 shares worth $2.5M. The position accounts for 0.25% of the portfolio, ranked #67.

Capital Advisors Ltd first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capital Advisors Ltd held 6,616 shares of Broadcom worth $2.5M as of Q2 2026.
  • Capital Advisors Ltd sold 570 Broadcom shares in Q2 2026, an estimated $229K.
  • Broadcom made up 0.25% of Capital Advisors Ltd's portfolio in Q2 2026, its #67 holding.
  • Capital Advisors Ltd first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.