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Ethos Capital Management’s Broadcom AVGO Stock Holding History

Ethos Capital Management’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 		$6.33M Buy
16,763
+3,571
+27% +$1.43M 4.51% 3
2026
Q1 		$4.08M Buy
13,192
+1,894
+17% +$623K 3.5% 4
2025
Q4 		$3.91M Buy
+11,298
New +$4.04M 3.68% 4

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ethos Capital Management's AVGO Position: Q2 2026 in Review

Ethos Capital Management increased its Broadcom (AVGO) stake by 27% in Q2 2026, buying an estimated $1.43M and bringing the position to 16,763 shares worth $6.33M. The position accounts for 4.51% of the portfolio, ranked #3.

Ethos Capital Management first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 2,784 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ethos Capital Management held 16,763 shares of Broadcom worth $6.33M as of Q2 2026.
  • Ethos Capital Management bought 3,571 Broadcom shares in Q2 2026, an estimated $1.43M.
  • Broadcom made up 4.51% of Ethos Capital Management's portfolio in Q2 2026, its #3 holding.
  • Ethos Capital Management first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 2,784 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.