Caption Management’s Broadcom AVGO Stock Holding History

Caption Management’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	$33.1M	Buy	+87,500	New	+$35.1M	0.15%	135
2026 Q1	–	Sell	-90,500	Closed	-$31.3M	–	1553
2025 Q4	$31.3M	Buy	+90,500	New	+$32.4M	0.21%	104
2025 Q3	–	Sell	-20,000	Closed	-$5.51M	–	1660
2025 Q2	$5.51M	Buy	+20,000	New	+$4.34M	0.06%	380
2025 Q1	–	Sell	-25,000	Closed	-$5.8M	–	1510
2024 Q4	$5.8M	Sell	25,000 -55,000	-69%	-$10.2M	0.05%	328
2024 Q3	$13.8M	Buy	+80,000	New	+$12.8M	0.22%	109
2023 Q3	–	Sell	-150,000	Closed	-$13M	–	1265
2023 Q2	$13M	Buy	+150,000	New	+$10.7M	0.23%	108
2018 Q3	–	Sell	-46,000	Closed	-$1.12M	–	507
2018 Q2	$1.12M	Buy	+46,000	New	+$1.13M	0.09%	244

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Caption Management's AVGO Position: Q2 2026 in Review

Caption Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 4,500 shares — an estimated $1.8M sold.

Caption Management first reported a position in AVGO in Q3 2024 and held it in 5 quarters. The position peaked at $19.1M in Q3 2024. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Caption Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
Caption Management sold 4,500 Broadcom shares in Q2 2026, an estimated $1.8M.
Caption Management first reported a position in Broadcom in Q3 2024 and held it in 5 quarters.
Caption Management's Broadcom position peaked at $19.1M in Q3 2024.
4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.