Capital Performance Advisors’s Broadcom AVGO Stock Holding History

Capital Performance Advisors’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	$3.29M	Sell	8,698 -5,906	-40%	-$2.37M	0.21%	53
2026 Q1	$4.52M	Buy	14,604 +1,020	+8%	+$336K	0.3%	50
2025 Q4	$4.7M	Buy	13,584 +3,308	+32%	+$1.18M	0.33%	48
2025 Q3	$3.39M	Buy	10,276 +670	+7%	+$206K	0.56%	29
2025 Q2	$2.65M	Buy	9,606 +1,321	+16%	+$287K	0.52%	33
2025 Q1	$1.39M	Buy	8,285 +4,677	+130%	+$990K	0.3%	47
2024 Q4	$836K	Buy	3,608 +922	+34%	+$171K	0.27%	39
2024 Q3	$463K	Buy	+2,686	New	+$431K	0.14%	50

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 Performance Advisors's AVGO Position: Q2 2026 in Review

Capital Performance Advisors reduced its Broadcom (AVGO) stake by 40% in Q2 2026, selling an estimated $2.37M and leaving 8,698 shares worth $3.29M. The position accounts for 0.21% of the portfolio, ranked #53.

Capital Performance Advisors first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.7M in Q4 2025. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Capital Performance Advisors held 8,698 shares of Broadcom worth $3.29M as of Q2 2026.
Capital Performance Advisors sold 5,906 Broadcom shares in Q2 2026, an estimated $2.37M.
Broadcom made up 0.21% of Capital Performance Advisors's portfolio in Q2 2026, its #53 holding.
Capital Performance Advisors first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
Capital Performance Advisors's Broadcom position peaked at $4.7M in Q4 2025.
4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.