Coastal Bridge Advisors’s Broadcom AVGO Stock Holding History

Coastal Bridge Advisors’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	$7.19M	Buy	19,028 +1,438	+8%	+$577K	0.44%	55
2026 Q1	$5.44M	Sell	17,590 -51	-0.3%	-$16.8K	0.38%	61
2025 Q4	$6.11M	Sell	17,641 -1,340	-7%	-$479K	0.46%	55
2025 Q3	$6.26M	Sell	18,981 -1,912	-9%	-$587K	0.47%	50
2025 Q2	$5.76M	Buy	+20,893	New	+$4.54M	0.47%	50
2025 Q1	–	Sell	-2,384	Closed	-$553K	–	272
2024 Q4	$553K	Buy	2,384 +4	+0.2%	+$740	0.14%	91
2024 Q3	$411K	Sell	2,380 -30	-1%	-$4.81K	0.1%	102
2024 Q2	$387K	Buy	2,410 +30	+1%	+$4.2K	0.1%	103
2024 Q1	$315K	Hold	2,380	–	–	0.07%	120
2023 Q4	$266K	Buy	+2,380	New	+$225K	0.07%	126
2023 Q3	–	Sell	-2,380	Closed	-$206K	–	175
2023 Q2	$206K	Buy	+2,380	New	+$170K	0.05%	140
2019 Q1	–	Sell	-12,730	Closed	-$324K	–	130
2018 Q4	$324K	Hold	12,730	–	–	0.13%	87
2018 Q3	$314K	Hold	12,730	–	–	0.12%	93
2018 Q2	$309K	Hold	12,730	–	–	0.12%	91
2018 Q1	$300K	Sell	12,730 -10,100	-44%	-$254K	0.11%	90
2017 Q4	$610K	Buy	22,830 +170	+0.8%	+$4.42K	0.19%	59
2017 Q3	$550K	Buy	22,660 +9,030	+66%	+$223K	0.18%	61
2017 Q2	$318K	Buy	+13,630	New	+$316K	0.11%	77

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

Coastal Bridge Advisors's AVGO Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Broadcom (AVGO) stake by 8.2% in Q2 2026, buying an estimated $577K and bringing the position to 19,028 shares worth $7.19M. The position accounts for 0.44% of the portfolio, ranked #55.

Coastal Bridge Advisors first reported a position in AVGO in Q2 2017 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Coastal Bridge Advisors held 19,028 shares of Broadcom worth $7.19M as of Q2 2026.
Coastal Bridge Advisors bought 1,438 Broadcom shares in Q2 2026, an estimated $577K.
Broadcom made up 0.44% of Coastal Bridge Advisors's portfolio in Q2 2026, its #55 holding.
Coastal Bridge Advisors first reported a position in Broadcom in Q2 2017 and has held it in 18 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.