CT
AVGO icon

Coastline Trust’s Broadcom AVGO Stock Holding History

Coastline Trust’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 		$4.35M Sell
11,522
-91
-0.8% -$36.5K 0.39% 48
2026
Q1 		$3.59M Sell
11,613
-300
-3% -$98.7K 0.36% 48
2025
Q4 		$4.12M Buy
11,913
+5,975
+101% +$2.14M 0.39% 44
2025
Q3 		$1.96M Buy
5,938
+618
+12% +$190K 0.21% 83
2025
Q2 		$1.47M Sell
5,320
-803
-13% -$174K 0.17% 98
2025
Q1 		$1.03M Buy
6,123
+2,075
+51% +$439K 0.13% 123
2024
Q4 		$938K Buy
4,048
+191
+5% +$35.3K 0.11% 130
2024
Q3 		$665K Sell
3,857
-5,193
-57% -$833K 0.08% 149
2024
Q2 		$1.45M Buy
9,050
+740
+9% +$104K 0.17% 112
2024
Q1 		$1.1M Sell
8,310
-1,020
-11% -$126K 0.13% 132
2023
Q4 		$1.04M Buy
9,330
+590
+7% +$55.9K 0.14% 139
2023
Q3 		$726K Buy
8,740
+1,460
+20% +$127K 0.11% 163
2023
Q2 		$631K Buy
7,280
+420
+6% +$30K 0.09% 184
2023
Q1 		$440K Hold
6,860
– – 0.07% 224
2022
Q4 		$384K Buy
6,860
+1,300
+23% +$65.2K 0.06% 232
2022
Q3 		$247K Buy
+5,560
New +$284K 0.04% 274
2018
Q3 		– Sell
-55,000
Closed -$1.33M – 335
2018
Q2 		$1.33M Hold
55,000
– – 0.2% 167
2018
Q1 		$1.3M Hold
55,000
– – 0.2% 162
2017
Q4 		$1.41M Buy
+55,000
New +$1.43M 0.21% 155

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

Coastline Trust's AVGO Position: Q2 2026 in Review

Coastline Trust reduced its Broadcom (AVGO) stake by 0.78% in Q2 2026, selling an estimated $36.5K and leaving 11,522 shares worth $4.35M. The position accounts for 0.39% of the portfolio, ranked #48.

Coastline Trust first reported a position in AVGO in Q4 2017 and has held it in 19 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Coastline Trust held 11,522 shares of Broadcom worth $4.35M as of Q2 2026.
  • Coastline Trust sold 91 Broadcom shares in Q2 2026, an estimated $36.5K.
  • Broadcom made up 0.39% of Coastline Trust's portfolio in Q2 2026, its #48 holding.
  • Coastline Trust first reported a position in Broadcom in Q4 2017 and has held it in 19 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.