Cottonwood Capital Advisors’s Broadcom AVGO Stock Holding History

Cottonwood Capital 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	$259K	Sell	686 -1	-0.1%	-$401	0.16%	81
2026 Q1	$213K	Hold	687	–	–	0.15%	86
2025 Q4	$238K	Sell	687 -30	-4%	-$10.7K	0.17%	81
2025 Q3	$237K	Sell	717 -1,611	-69%	-$494K	0.17%	83
2025 Q2	$642K	Sell	2,328 -361	-13%	-$78.4K	0.43%	52
2025 Q1	$450K	Sell	2,689 -500	-16%	-$106K	0.33%	65
2024 Q4	$739K	Sell	3,189 -1,056	-25%	-$195K	0.53%	45
2024 Q3	$732K	Sell	4,245 -5	-0.1%	-$802	0.54%	45
2024 Q2	$736K	Sell	4,250 -820	-16%	-$115K	0.58%	48
2024 Q1	$664K	Sell	5,070 -1,030	-17%	-$128K	0.53%	49
2023 Q4	$682K	Buy	6,100 +2,540	+71%	+$241K	0.56%	49
2023 Q3	$295K	Buy	3,560 +520	+17%	+$45.1K	0.28%	76
2023 Q2	$264K	Sell	3,040 -360	-11%	-$25.7K	0.24%	78
2023 Q1	$218K	Sell	3,400 -510	-13%	-$30.7K	0.2%	87
2022 Q4	$219K	Buy	+3,910	New	+$196K	0.2%	86
2022 Q2	–	Sell	-4,130	Closed	-$260K	–	94
2022 Q1	$260K	Sell	4,130 -40	-1%	-$2.38K	0.21%	79
2021 Q4	$277K	Buy	+4,170	New	+$234K	0.21%	83

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Cottonwood Capital Advisors's AVGO Position: Q2 2026 in Review

Cottonwood Capital Advisors reduced its Broadcom (AVGO) stake by 0.15% in Q2 2026, selling an estimated $401 and leaving 686 shares worth $259K. The position accounts for 0.16% of the portfolio, ranked #81.

Cottonwood Capital Advisors first reported a position in AVGO in Q4 2021 and has held it in 17 quarters since. The position peaked at $739K in Q4 2024. 2,218 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Cottonwood Capital Advisors held 686 shares of Broadcom worth $259K as of Q2 2026.
Cottonwood Capital Advisors sold 1 Broadcom share in Q2 2026, an estimated $401.
Broadcom made up 0.16% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #81 holding.
Cottonwood Capital Advisors first reported a position in Broadcom in Q4 2021 and has held it in 17 quarters since.
Cottonwood Capital Advisors's Broadcom position peaked at $739K in Q4 2024.
2,218 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.