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Custom Index Systems’s Broadcom AVGO Stock Holding History

Custom Index Systems’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 		$2.99M Sell
7,919
-352
-4% -$141K 1.08% 20
2026
Q1 		$2.56M Buy
8,271
+80
+1% +$26.3K 1.12% 17
2025
Q4 		$2.83M Sell
8,191
-5,140
-39% -$1.84M 1.25% 13
2025
Q3 		$4.4M Buy
13,331
+3,060
+30% +$939K 1.31% 17
2025
Q2 		$2.83M Buy
10,271
+2,330
+29% +$506K 1.35% 13
2025
Q1 		$1.33M Buy
7,941
+893
+13% +$189K 0.67% 26
2024
Q4 		$1.63M Buy
7,048
+4,667
+196% +$863K 0.88% 25
2024
Q3 		$411K Buy
2,381
+51
+2% +$8.18K 0.22% 145
2024
Q2 		$374K Buy
2,330
+190
+9% +$26.6K 0.21% 140
2024
Q1 		$284K Sell
2,140
-7,830
-79% -$970K 0.16% 192
2023
Q4 		$1.11M Buy
+9,970
New +$944K 0.69% 39

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

Custom Index Systems's AVGO Position: Q2 2026 in Review

Custom Index Systems reduced its Broadcom (AVGO) stake by 4.3% in Q2 2026, selling an estimated $141K and leaving 7,919 shares worth $2.99M. The position accounts for 1.08% of the portfolio, ranked #20.

Custom Index Systems first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.4M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Custom Index Systems held 7,919 shares of Broadcom worth $2.99M as of Q2 2026.
  • Custom Index Systems sold 352 Broadcom shares in Q2 2026, an estimated $141K.
  • Broadcom made up 1.08% of Custom Index Systems's portfolio in Q2 2026, its #20 holding.
  • Custom Index Systems first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Custom Index Systems's Broadcom position peaked at $4.4M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.