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Capstone Capital’s Broadcom AVGO Stock Holding History

Capstone Capital’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
2025
Q4 		– Sell
-1,111
Closed -$367K – 21
2025
Q3 		$367K Buy
1,111
+4
+0.4% +$1.23K 0.25% 16
2025
Q2 		$305K Sell
1,107
-165
-13% -$35.8K 0.22% 16
2025
Q1 		$213K Sell
1,272
-253
-17% -$53.5K 0.17% 22
2024
Q4 		$354K Sell
1,525
-319
-17% -$59K 0.29% 15
2024
Q3 		$318K Sell
1,844
-6
-0.3% -$962 0.26% 16
2024
Q2 		$297K Sell
1,850
-20
-1% -$2.8K 0.27% 16
2024
Q1 		$248K Sell
1,870
-10
-0.5% -$1.24K 0.21% 17
2023
Q4 		$210K Buy
+1,880
New +$178K 0.21% 18

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capstone Capital's AVGO Position: Q4 2025 in Review

Capstone Capital sold out of Broadcom (AVGO) in Q4 2025, closing a stake of 1,111 shares — an estimated $367K sold.

Capstone Capital first reported a position in AVGO in Q4 2023 and held it in 8 quarters. The position peaked at $367K in Q3 2025. 4,712 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • Capstone Capital reported no remaining Broadcom position as of Q4 2025 after selling out during the quarter.
  • Capstone Capital sold 1,111 Broadcom shares in Q4 2025, an estimated $367K.
  • Capstone Capital first reported a position in Broadcom in Q4 2023 and held it in 8 quarters.
  • Capstone Capital's Broadcom position peaked at $367K in Q3 2025.
  • 4,712 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Capstone Capital's 13F filing for Q4 2025, filed 22 Jan 2026.