Capital Square
AVGO icon

Capital Square’s Broadcom AVGO Stock Holding History

Capital Square’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
Q3 		$439K Sell
1,250
-50
-4% -$18.8K 0.19% 117
2026
Q2 		$520K Sell
1,300
-208
-14% -$83.4K 0.23% 106
2026
Q1 		$638K Sell
1,508
-54
-3% -$17.8K 0.29% 87
2025
Q4 		$541K Buy
1,562
+57
+4% +$20.4K 0.28% 88
2025
Q3 		$497K Sell
1,505
-147
-9% -$45.1K 0.25% 95
2025
Q2 		$453K Sell
1,652
-6
-0.4% -$1.3K 0.24% 105
2025
Q1 		$278K Sell
1,658
-83
-5% -$17.6K 0.16% 136
2024
Q4 		$426K Buy
1,741
+153
+10% +$28.3K 0.24% 106
2024
Q3 		$274K Buy
1,588
+269
+20% +$43.1K 0.17% 125
2024
Q2 		$213K Buy
+1,319
New +$185K 0.14% 137
2020
Q2 		– Sell
-1,660
Closed -$39K – 149
2020
Q1 		$39K Buy
+1,660
New +$46.8K 0.05% 228

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Capital Square's AVGO Position: Q3 2026 in Review

Capital Square reduced its Broadcom (AVGO) stake by 3.8% in Q3 2026, selling an estimated $18.8K and leaving 1,250 shares worth $439K. The position accounts for 0.19% of the portfolio, ranked #117.

Capital Square first reported a position in AVGO in Q1 2020 and has held it in 11 quarters since. The position peaked at $638K in Q1 2026. 1,843 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Capital Square held 1,250 shares of Broadcom worth $439K as of Q3 2026.
  • Capital Square sold 50 Broadcom shares in Q3 2026, an estimated $18.8K.
  • Broadcom made up 0.19% of Capital Square's portfolio in Q3 2026, its #117 holding.
  • Capital Square first reported a position in Broadcom in Q1 2020 and has held it in 11 quarters since.
  • Capital Square's Broadcom position peaked at $638K in Q1 2026.
  • 1,843 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.