CTA
AVGO icon

Colonial Trust Advisors’s Broadcom AVGO Stock Holding History

Colonial Trust 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 		$3.85M Buy
10,203
+47
+0.5% +$18.8K 0.27% 80
2026
Q1 		$3.14M Sell
10,156
-356
-3% -$117K 0.24% 83
2025
Q4 		$3.64M Buy
10,512
+1,390
+15% +$497K 0.27% 81
2025
Q3 		$3.01M Buy
9,122
+78
+0.9% +$23.9K 0.23% 86
2025
Q2 		$2.49M Buy
9,044
+668
+8% +$145K 0.21% 90
2025
Q1 		$1.4M Buy
8,376
+5,172
+161% +$1.09M 0.12% 101
2024
Q4 		$743K Sell
3,204
-20
-0.6% -$3.7K 0.07% 124
2024
Q3 		$556K Buy
3,224
+2,164
+204% +$347K 0.05% 140
2024
Q2 		$170K Sell
1,060
-100
-9% -$14K 0.02% 196
2024
Q1 		$154K Buy
1,160
+300
+35% +$37.2K 0.02% 203
2023
Q4 		$96K Buy
860
+10
+1% +$947 0.01% 244
2023
Q3 		$70.6K Buy
850
+10
+1% +$867 0.01% 288
2023
Q2 		$72.9K Hold
840
– – 0.01% 290
2023
Q1 		$53.9K Buy
840
+30
+4% +$1.8K 0.01% 324
2022
Q4 		$45.3K Sell
810
-10
-1% -$501 0.01% 341
2022
Q3 		$36K Buy
+820
New +$41.9K ﹤0.01% 239

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

Colonial Trust Advisors's AVGO Position: Q2 2026 in Review

Colonial Trust Advisors increased its Broadcom (AVGO) stake by 0.46% in Q2 2026, buying an estimated $18.8K and bringing the position to 10,203 shares worth $3.85M. The position accounts for 0.27% of the portfolio, ranked #80.

Colonial Trust Advisors first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Colonial Trust Advisors held 10,203 shares of Broadcom worth $3.85M as of Q2 2026.
  • Colonial Trust Advisors bought 47 Broadcom shares in Q2 2026, an estimated $18.8K.
  • Broadcom made up 0.27% of Colonial Trust Advisors's portfolio in Q2 2026, its #80 holding.
  • Colonial Trust Advisors first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.