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Crestwood Advisors Group’s Broadcom AVGO Stock Holding History

Crestwood Advisors 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 		$119M Buy
314,413
+3,127
+1% +$1.25M 1.76% 11
2026
Q1 		$96.3M Buy
311,286
+25,247
+9% +$8.31M 1.62% 12
2025
Q4 		$99M Buy
286,039
+97,592
+52% +$34.9M 1.65% 11
2025
Q3 		$62.2M Sell
188,447
-969
-0.5% -$297K 1.06% 27
2025
Q2 		$52.2M Sell
189,416
-1,287
-0.7% -$279K 0.94% 29
2025
Q1 		$31.9M Buy
190,703
+10,161
+6% +$2.15M 0.61% 50
2024
Q4 		$41.9M Buy
180,542
+14,542
+9% +$2.69M 0.78% 39
2024
Q3 		$28.6M Buy
166,000
+5,630
+4% +$903K 0.55% 59
2024
Q2 		$25.7M Buy
160,370
+3,140
+2% +$440K 0.53% 58
2024
Q1 		$20.8M Buy
157,230
+4,640
+3% +$575K 0.46% 66
2023
Q4 		$17M Buy
152,590
+2,710
+2% +$257K 0.4% 68
2023
Q3 		$12.4M Buy
149,880
+140,920
+1,573% +$12.2M 0.33% 75
2023
Q2 		$777K Sell
8,960
-540
-6% -$38.5K 0.02% 156
2023
Q1 		$609K Buy
9,500
+2,630
+38% +$158K 0.02% 173
2022
Q4 		$384K Buy
6,870
+520
+8% +$26.1K 0.01% 206
2022
Q3 		$282K Sell
6,350
-10,450
-62% -$534K 0.01% 224
2022
Q2 		$816K Sell
16,800
-200
-1% -$11.2K 0.03% 159
2022
Q1 		$1.07M Buy
17,000
+10,100
+146% +$600K 0.03% 152
2021
Q4 		$459K Buy
6,900
+2,090
+43% +$117K 0.01% 211
2021
Q3 		$233K Buy
4,810
+190
+4% +$9.24K 0.01% 249
2021
Q2 		$220K Sell
4,620
-2,700
-37% -$125K 0.01% 255
2021
Q1 		$339K Buy
7,320
+2,030
+38% +$93.9K 0.01% 208
2020
Q4 		$232K Sell
5,290
-1,440
-21% -$56.1K 0.01% 245
2020
Q3 		$245K Buy
+6,730
New +$225K 0.01% 211
2020
Q1 		– Sell
-6,970
Closed -$220K – 226
2019
Q4 		$220K Buy
+6,970
New +$212K 0.01% 239
2017
Q2 		– Sell
-5,050
Closed -$114K – 176
2017
Q1 		$114K Buy
+5,050
New +$104K 0.01% 184

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

Crestwood Advisors Group's AVGO Position: Q2 2026 in Review

Crestwood Advisors Group increased its Broadcom (AVGO) stake by 1% in Q2 2026, buying an estimated $1.25M and bringing the position to 314,413 shares worth $119M. The position accounts for 1.76% of the portfolio, ranked #11.

Crestwood Advisors Group first reported a position in AVGO in Q1 2017 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Crestwood Advisors Group held 314,413 shares of Broadcom worth $119M as of Q2 2026.
  • Crestwood Advisors Group bought 3,127 Broadcom shares in Q2 2026, an estimated $1.25M.
  • Broadcom made up 1.76% of Crestwood Advisors Group's portfolio in Q2 2026, its #11 holding.
  • Crestwood Advisors Group first reported a position in Broadcom in Q1 2017 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.