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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
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 Sell
1,588
-11,602
-88% -$1.86M 0.17% 125
2024
Q2 		$213K Buy
+13,190
New +$1.85M 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

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 Square's AVGO Position: Q2 2026 in Review

Capital Square reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $83.4K and leaving 1,300 shares worth $520K. The position accounts for 0.23% of the portfolio, ranked #106.

Capital Square first reported a position in AVGO in Q1 2020 and has held it in 10 quarters since. The position peaked at $638K in Q1 2026. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capital Square held 1,300 shares of Broadcom worth $520K as of Q2 2026.
  • Capital Square sold 208 Broadcom shares in Q2 2026, an estimated $83.4K.
  • Broadcom made up 0.23% of Capital Square's portfolio in Q2 2026, its #106 holding.
  • Capital Square first reported a position in Broadcom in Q1 2020 and has held it in 10 quarters since.
  • Capital Square's Broadcom position peaked at $638K in Q1 2026.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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