Capital Squared Financial’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$431K Sell
1,142
-30
-3% -$12K 0.28% 61
2026
Q1
$363K Sell
1,172
-105
-8% -$34.5K 0.28% 60
2025
Q4
$442K Buy
1,277
+2
+0.2% +$715 0.34% 55
2025
Q3
$421K Sell
1,275
-5
-0.4% -$1.53K 0.37% 53
2025
Q2
$353K Buy
+1,280
New +$278K 0.41% 46

Other funds holding AVGO

Capital Squared Financial's AVGO Position: Q2 2026 in Review

Capital Squared Financial reduced its Broadcom (AVGO) stake by 2.6% in Q2 2026, selling an estimated $12K and leaving 1,142 shares worth $431K. The position accounts for 0.28% of the portfolio, ranked #61.

Capital Squared Financial first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $442K in Q4 2025. 1,517 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capital Squared Financial held 1,142 shares of Broadcom worth $431K as of Q2 2026.
  • Capital Squared Financial sold 30 Broadcom shares in Q2 2026, an estimated $12K.
  • Broadcom made up 0.28% of Capital Squared Financial's portfolio in Q2 2026, its #61 holding.
  • Capital Squared Financial first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Capital Squared Financial's Broadcom position peaked at $442K in Q4 2025.
  • 1,517 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.