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EdgeRock Capital’s Broadcom AVGO Stock Holding History

EdgeRock Capital’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 		$2.57M Buy
6,797
+548
+9% +$220K 0.58% 29
2026
Q1 		$1.93M Buy
6,249
+99
+2% +$32.6K 0.52% 28
2025
Q4 		$2.13M Buy
6,150
+799
+15% +$286K 0.57% 27
2025
Q3 		$1.77M Buy
5,351
+220
+4% +$67.5K 0.49% 29
2025
Q2 		$1.41M Sell
5,131
-457
-8% -$99.2K 0.45% 30
2025
Q1 		$936K Buy
5,588
+205
+4% +$43.4K 0.67% 25
2024
Q4 		$1.25M Buy
5,383
+308
+6% +$57K 0.82% 21
2024
Q3 		$876K Buy
5,075
+445
+10% +$71.3K 0.62% 22
2024
Q2 		$744K Buy
4,630
+950
+26% +$133K 0.58% 20
2024
Q1 		$487K Buy
3,680
+170
+5% +$21.1K 0.39% 33
2023
Q4 		$430K Buy
3,510
+640
+22% +$60.6K 0.31% 35
2023
Q3 		$238K Buy
+2,870
New +$249K 0.15% 50
2022
Q4 		– Sell
-1,470
Closed -$65K – 89
2022
Q3 		$65K Buy
+1,470
New +$75.1K 0.04% 88

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

EdgeRock Capital's AVGO Position: Q2 2026 in Review

EdgeRock Capital increased its Broadcom (AVGO) stake by 8.8% in Q2 2026, buying an estimated $220K and bringing the position to 6,797 shares worth $2.57M. The position accounts for 0.58% of the portfolio, ranked #29.

EdgeRock Capital first reported a position in AVGO in Q3 2022 and has held it in 13 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • EdgeRock Capital held 6,797 shares of Broadcom worth $2.57M as of Q2 2026.
  • EdgeRock Capital bought 548 Broadcom shares in Q2 2026, an estimated $220K.
  • Broadcom made up 0.58% of EdgeRock Capital's portfolio in Q2 2026, its #29 holding.
  • EdgeRock Capital first reported a position in Broadcom in Q3 2022 and has held it in 13 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.