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CoreCap Advisors’s Broadcom AVGO Stock Holding History

CoreCap 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 		$16.1M Buy
42,639
+3,942
+10% +$1.58M 0.47% 36
2026
Q1 		$12M Sell
38,697
-1,793
-4% -$590K 0.41% 47
2025
Q4 		$14M Sell
40,490
-81
-0.2% -$29K 0.49% 35
2025
Q3 		$13.4M Sell
40,571
-1,303
-3% -$400K 0.49% 33
2025
Q2 		$11.5M Buy
41,874
+5,935
+17% +$1.29M 0.46% 36
2025
Q1 		$6.02M Buy
35,939
+4,259
+13% +$901K 0.26% 74
2024
Q4 		$7.34M Sell
31,680
-20,709
-40% -$3.83M 0.33% 50
2024
Q3 		$9.04M Buy
52,389
+20,969
+67% +$3.36M 0.43% 37
2024
Q2 		$5.04M Sell
31,420
-22,500
-42% -$3.15M 0.52% 31
2024
Q1 		$7.15M Buy
53,920
+24,360
+82% +$3.02M 0.38% 41
2023
Q4 		$3.3M Sell
29,560
-13,920
-32% -$1.32M 0.21% 93
2023
Q3 		$3.61M Buy
43,480
+9,410
+28% +$816K 0.26% 75
2023
Q2 		$2.96M Buy
+34,070
New +$2.43M 0.21% 94
2022
Q4 		$1.95M Buy
34,890
+3,980
+13% +$200K 0.14% 130
2022
Q3 		$1.37M Buy
30,910
+1,360
+5% +$69.5K 0.12% 159
2022
Q2 		$1.44M Sell
29,550
-16,820
-36% -$944K 0.11% 150
2022
Q1 		$2.92M Buy
46,370
+40,370
+673% +$2.4M 0.2% 89
2021
Q4 		$399K Buy
+6,000
New +$337K 0.03% 397

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

CoreCap Advisors's AVGO Position: Q2 2026 in Review

CoreCap Advisors increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $1.58M and bringing the position to 42,639 shares worth $16.1M. The position accounts for 0.47% of the portfolio, ranked #36.

CoreCap Advisors first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CoreCap Advisors held 42,639 shares of Broadcom worth $16.1M as of Q2 2026.
  • CoreCap Advisors bought 3,942 Broadcom shares in Q2 2026, an estimated $1.58M.
  • Broadcom made up 0.47% of CoreCap Advisors's portfolio in Q2 2026, its #36 holding.
  • CoreCap Advisors first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.