Caprock Group’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 | $57.9M | Buy |
153,182
+1,541
| +1% | +$618K | 1.11% | 17 |
|
|
2026
Q1 | $46.9M | Sell |
151,641
-1,365
| -0.9% | -$449K | 1.14% | 16 |
|
|
2025
Q4 | $53M | Buy |
153,006
+10,617
| +7% | +$3.8M | 1.12% | 16 |
|
|
2025
Q3 | $42.3M | Buy |
+142,389
| New | +$43.7M | 1.04% | 15 |
|
|
2025
Q1 | $22.8M | Buy |
136,319
+14,384
| +12% | +$3.04M | 0.7% | 24 |
|
|
2024
Q4 | $28.3M | Buy |
121,935
+4,277
| +4% | +$791K | 0.92% | 19 |
|
|
2024
Q3 | $20.3M | Buy |
117,658
+5,328
| +5% | +$854K | 0.74% | 21 |
|
|
2024
Q2 | $18M | Buy |
112,330
+44,410
| +65% | +$6.22M | 0.73% | 19 |
|
|
2024
Q1 | $9.01M | Sell |
67,920
-1,350
| -2% | -$167K | 0.52% | 31 |
|
|
2023
Q4 | $7.73M | Buy |
69,270
+5,130
| +8% | +$486K | 0.49% | 29 |
|
|
2023
Q3 | $5.33M | Sell |
64,140
-90
| -0.1% | -$7.8K | 0.4% | 44 |
|
|
2023
Q2 | $5.57M | Buy |
64,230
+710
| +1% | +$50.6K | 0.41% | 41 |
|
|
2023
Q1 | $4.08M | Buy |
63,520
+6,940
| +12% | +$418K | 0.32% | 50 |
|
|
2022
Q4 | $3.16M | Sell |
56,580
-10,980
| -16% | -$551K | 0.29% | 54 |
|
|
2022
Q3 | $3M | Buy |
67,560
+3,350
| +5% | +$171K | 0.29% | 51 |
|
|
2022
Q2 | $3.12M | Buy |
64,210
+8,150
| +15% | +$457K | 0.31% | 50 |
|
|
2022
Q1 | $3.53M | Buy |
56,060
+3,020
| +6% | +$179K | 0.33% | 49 |
|
|
2021
Q4 | $3.53M | Buy |
53,040
+2,650
| +5% | +$149K | 0.29% | 54 |
|
|
2021
Q3 | $2.44M | Buy |
50,390
+600
| +1% | +$29.2K | 0.22% | 71 |
|
|
2021
Q2 | $2.37M | Buy |
49,790
+14,280
| +40% | +$662K | 0.22% | 75 |
|
|
2021
Q1 | $1.65M | Buy |
35,510
+2,090
| +6% | +$96.6K | 0.18% | 90 |
|
|
2020
Q4 | $1.46M | Buy |
33,420
+2,930
| +10% | +$114K | 0.17% | 103 |
|
|
2020
Q3 | $1.11M | Sell |
30,490
-2,970
| -9% | -$99.5K | 0.15% | 112 |
|
|
2020
Q2 | $1.06M | Buy |
33,460
+1,340
| +4% | +$37.5K | 0.16% | 111 |
|
|
2020
Q1 | $762K | Buy |
32,120
+3,590
| +13% | +$101K | 0.14% | 113 |
|
|
2019
Q4 | $902K | Sell |
28,530
-260
| -0.9% | -$7.89K | 0.16% | 107 |
|
|
2019
Q3 | $802K | Buy |
28,790
+11,220
| +64% | +$319K | 0.16% | 110 |
|
|
2019
Q2 | $510K | Sell |
17,570
-12,730
| -42% | -$371K | 0.1% | 158 |
|
|
2019
Q1 | $911K | Buy |
30,300
+2,970
| +11% | +$80.5K | 0.18% | 109 |
|
|
2018
Q4 | $695K | Buy |
27,330
+2,670
| +11% | +$63K | 0.16% | 117 |
|
|
2018
Q3 | $608K | Buy |
+24,660
| New | +$553K | 0.12% | 150 |
|
|
2018
Q2 | – | Sell |
-9,370
| Closed | -$221K | – | 446 |
|
|
2018
Q1 | $221K | Sell |
9,370
-290
| -3% | -$7.3K | 0.05% | 365 |
|
|
2017
Q4 | $255K | Sell |
9,660
-2,230
| -19% | -$58K | 0.05% | 344 |
|
|
2017
Q3 | $288K | Buy |
+11,890
| New | +$294K | 0.06% | 301 |
|
Other funds holding AVGO
Caprock Group's AVGO Position: Q2 2026 in Review
Caprock Group increased its Broadcom (AVGO) stake by 1% in Q2 2026, buying an estimated $618K and bringing the position to 153,182 shares worth $57.9M. The position accounts for 1.11% of the portfolio, ranked #17.
Caprock Group first reported a position in AVGO in Q3 2017 and has held it in 34 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Caprock Group held 153,182 shares of Broadcom worth $57.9M as of Q2 2026.
- Caprock Group bought 1,541 Broadcom shares in Q2 2026, an estimated $618K.
- Broadcom made up 1.11% of Caprock Group's portfolio in Q2 2026, its #17 holding.
- Caprock Group first reported a position in Broadcom in Q3 2017 and has held it in 34 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.