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AVGO icon

Castellan Group’s Broadcom AVGO Stock Holding History

Castellan 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
Q1 		– Sell
-721
Closed -$250K – 37
2025
Q4 		$250K Buy
+721
New +$258K 0.03% 59
2025
Q2 		– Sell
-25,018
Closed -$4.19M – 38
2025
Q1 		$4.19M Buy
25,018
+12,237
+96% +$2.59M 1.17% 35
2024
Q4 		$2.96M Sell
12,781
-4,596
-26% -$850K 1.28% 32
2024
Q3 		$3M Sell
17,377
-1,103
-6% -$177K 1.26% 34
2024
Q2 		$2.97M Sell
18,480
-2,600
-12% -$364K 1.41% 32
2024
Q1 		$2.79M Sell
21,080
-9,220
-30% -$1.14M 1.43% 31
2023
Q4 		$3.38M Buy
30,300
+310
+1% +$29.4K 2.1% 19
2023
Q3 		$2.49M Sell
29,990
-1,990
-6% -$172K 1.75% 29
2023
Q2 		$2.77M Sell
31,980
-6,240
-16% -$445K 1.77% 21
2023
Q1 		$2.45M Sell
38,220
-5,200
-12% -$313K 1.67% 23
2022
Q4 		$2.43M Sell
43,420
-3,880
-8% -$195K 1.69% 26
2022
Q3 		$2.1M Buy
47,300
+15,180
+47% +$776K 1.63% 30
2022
Q2 		$1.56M Buy
32,120
+570
+2% +$32K 1.24% 42
2022
Q1 		$1.99M Buy
31,550
+6,300
+25% +$374K 1.38% 36
2021
Q4 		$1.68M Sell
25,250
-3,050
-11% -$171K 1.16% 40
2021
Q3 		$1.37M Sell
28,300
-8,700
-24% -$423K 0.71% 65
2021
Q2 		$1.76M Buy
+37,000
New +$1.71M 0.74% 39

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Castellan Group's AVGO Position: Q1 2026 in Review

Castellan Group sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 721 shares — an estimated $250K sold.

Castellan Group first reported a position in AVGO in Q2 2021 and held it in 17 quarters. The position peaked at $4.19M in Q1 2025. 4,687 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Castellan Group reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Castellan Group sold 721 Broadcom shares in Q1 2026, an estimated $250K.
  • Castellan Group first reported a position in Broadcom in Q2 2021 and held it in 17 quarters.
  • Castellan Group's Broadcom position peaked at $4.19M in Q1 2025.
  • 4,687 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Castellan Group's 13F filing for Q1 2026, filed 23 Apr 2026.