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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
2025
Q4 		– Sell
-4,500
Closed -$1.48M – 696
2025
Q3 		$1.48M Hold
4,500
– – 0.03% 244
2025
Q2 		$1.24M Hold
4,500
– – 0.02% 256
2025
Q1 		$753K Buy
+4,500
New +$952K 0.01% 298

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 $3.38T AUM 44.17% 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. 4,859 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.
  • 4,859 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.