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Cascade Investment Group’s Broadcom AVGO Stock Holding History

Cascade Investment Group’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 		$1.32M Sell
3,496
-386
-10% -$155K 0.74% 41
2026
Q1 		$1.2M Sell
3,882
-120
-3% -$39.5K 0.79% 35
2025
Q4 		$1.39M Sell
4,002
-715
-15% -$256K 0.92% 28
2025
Q3 		$1.56M Sell
4,717
-2,697
-36% -$827K 1.03% 25
2025
Q2 		$2.04M Buy
7,414
+602
+9% +$131K 1.43% 15
2025
Q1 		$1.14M Buy
6,812
+685
+11% +$145K 0.88% 34
2024
Q4 		$1.42M Buy
6,127
+145
+2% +$26.8K 1.02% 23
2024
Q3 		$1.03M Buy
5,982
+42
+0.7% +$6.73K 0.76% 39
2024
Q2 		$954K Sell
5,940
-150
-2% -$21K 0.74% 39
2024
Q1 		$807K Hold
6,090
– – 0.6% 42
2023
Q4 		$680K Buy
6,090
+100
+2% +$9.47K 0.55% 44
2023
Q3 		$498K Buy
5,990
+110
+2% +$9.54K 0.47% 51
2023
Q2 		$510K Hold
5,880
– – 0.47% 56
2023
Q1 		$377K Buy
5,880
+30
+0.5% +$1.8K 0.37% 76
2022
Q4 		$327K Buy
+5,850
New +$293K 0.34% 83

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

Cascade Investment Group's AVGO Position: Q2 2026 in Review

Cascade Investment Group reduced its Broadcom (AVGO) stake by 9.9% in Q2 2026, selling an estimated $155K and leaving 3,496 shares worth $1.32M. The position accounts for 0.74% of the portfolio, ranked #41.

Cascade Investment Group first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.04M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cascade Investment Group held 3,496 shares of Broadcom worth $1.32M as of Q2 2026.
  • Cascade Investment Group sold 386 Broadcom shares in Q2 2026, an estimated $155K.
  • Broadcom made up 0.74% of Cascade Investment Group's portfolio in Q2 2026, its #41 holding.
  • Cascade Investment Group first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Cascade Investment Group's Broadcom position peaked at $2.04M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.