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Coastwise Capital Group’s Broadcom AVGO Stock Holding History

Coastwise Capital 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 		$842K Buy
2,228
+453
+26% +$182K 0.49% 51
2026
Q1 		$549K Buy
1,775
+408
+30% +$134K 0.31% 67
2025
Q4 		$473K Buy
1,367
+37
+3% +$13.2K 0.24% 88
2025
Q3 		$439K Buy
1,330
+288
+28% +$88.4K 0.31% 73
2025
Q2 		$287K Buy
+1,042
New +$226K 0.23% 98
2025
Q1 		– Sell
-1,152
Closed -$267K – 123
2024
Q4 		$267K Sell
1,152
-897
-44% -$166K 0.21% 105
2024
Q3 		$353K Buy
2,049
+9
+0.4% +$1.44K 0.29% 86
2024
Q2 		$328K Sell
2,040
-50
-2% -$7.01K 0.31% 82
2024
Q1 		$277K Buy
2,090
+20
+1% +$2.48K 0.26% 90
2023
Q4 		$231K Buy
+2,070
New +$196K 0.24% 100

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Coastwise Capital Group's AVGO Position: Q2 2026 in Review

Coastwise Capital Group increased its Broadcom (AVGO) stake by 26% in Q2 2026, buying an estimated $182K and bringing the position to 2,228 shares worth $842K. The position accounts for 0.49% of the portfolio, ranked #51.

Coastwise Capital Group first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. 2,335 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Coastwise Capital Group held 2,228 shares of Broadcom worth $842K as of Q2 2026.
  • Coastwise Capital Group bought 453 Broadcom shares in Q2 2026, an estimated $182K.
  • Broadcom made up 0.49% of Coastwise Capital Group's portfolio in Q2 2026, its #51 holding.
  • Coastwise Capital Group first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • 2,335 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.