Capital Counsel’s Broadcom AVGO Stock Holding History

Capital Counsel’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	$300K	Sell	795 -5	-0.6%	-$2K	0.01%	51
2026 Q1	$248K	Hold	800	–	–	0.01%	53
2025 Q4	$277K	Hold	800	–	–	0.01%	50
2025 Q3	$264K	Hold	800	–	–	0.01%	51
2025 Q2	$221K	Buy	+800	New	+$174K	0.01%	54

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

Capital Counsel's AVGO Position: Q2 2026 in Review

Capital Counsel reduced its Broadcom (AVGO) stake by 0.63% in Q2 2026, selling an estimated $2K and leaving 795 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #51.

Capital Counsel first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Capital Counsel held 795 shares of Broadcom worth $300K as of Q2 2026.
Capital Counsel sold 5 Broadcom shares in Q2 2026, an estimated $2K.
Broadcom made up 0.01% of Capital Counsel's portfolio in Q2 2026, its #51 holding.
Capital Counsel first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.