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Evergreen Capital Management’s Broadcom AVGO Stock Holding History

Evergreen 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 		$378K Buy
+1,000
New +$401K 0.01% 1069

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Evergreen Capital Management increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $3.9M and bringing the position to 81,952 shares worth $31M. The position accounts for 0.54% of the portfolio, ranked #38.

Evergreen Capital Management first reported a position in AVGO in Q3 2018 and has held it in 32 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Evergreen Capital Management held 81,952 shares of Broadcom worth $31M as of Q2 2026.
  • Evergreen Capital Management bought 9,727 Broadcom shares in Q2 2026, an estimated $3.9M.
  • Broadcom made up 0.54% of Evergreen Capital Management's portfolio in Q2 2026, its #38 holding.
  • Evergreen Capital Management first reported a position in Broadcom in Q3 2018 and has held it in 32 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.