CGA
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Crescent Grove Advisors’s Broadcom AVGO Stock Holding History

Crescent Grove 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 		$234K Sell
619
-28
-4% -$11.2K 0.02% 266
2026
Q1 		$200K Sell
647
-265
-29% -$87.2K 0.02% 298
2025
Q4 		$316K Buy
912
+55
+6% +$19.7K 0.03% 233
2025
Q3 		$283K Sell
857
-394
-31% -$121K 0.03% 238
2025
Q2 		$345K Sell
1,251
-556
-31% -$121K 0.03% 199
2025
Q1 		$303K Buy
1,807
+446
+33% +$94.4K 0.03% 211
2024
Q4 		$316K Buy
+1,361
New +$252K 0.03% 209
2024
Q3 		– Sell
-1,510
Closed -$242K – 277
2024
Q2 		$242K Buy
+1,510
New +$212K 0.03% 243
2023
Q1 		– Sell
-4,950
Closed -$277K – 284
2022
Q4 		$277K Buy
+4,950
New +$248K 0.03% 234

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

Crescent Grove Advisors's AVGO Position: Q2 2026 in Review

Crescent Grove Advisors reduced its Broadcom (AVGO) stake by 4.3% in Q2 2026, selling an estimated $11.2K and leaving 619 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #266.

Crescent Grove Advisors first reported a position in AVGO in Q4 2022 and has held it in 9 quarters since. The position peaked at $345K in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Crescent Grove Advisors held 619 shares of Broadcom worth $234K as of Q2 2026.
  • Crescent Grove Advisors sold 28 Broadcom shares in Q2 2026, an estimated $11.2K.
  • Broadcom made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #266 holding.
  • Crescent Grove Advisors first reported a position in Broadcom in Q4 2022 and has held it in 9 quarters since.
  • Crescent Grove Advisors's Broadcom position peaked at $345K in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.