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Fort Sheridan Advisors’s Broadcom AVGO Stock Holding History

Fort Sheridan Advisors’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
7,928
-865
-10% -$347K 0.32% 64
2026
Q1 		$2.72M Buy
8,793
+481
+6% +$158K 0.33% 57
2025
Q4 		$2.88M Buy
8,312
+186
+2% +$66.5K 0.37% 48
2025
Q3 		$2.68M Sell
8,126
-304
-4% -$93.3K 0.35% 50
2025
Q2 		$2.32M Buy
8,430
+188
+2% +$40.8K 0.33% 57
2025
Q1 		$1.38M Buy
8,242
+684
+9% +$145K 0.21% 77
2024
Q4 		$1.75M Buy
7,558
+828
+12% +$153K 0.26% 70
2024
Q3 		$1.16M Buy
6,730
+290
+5% +$46.5K 0.18% 86
2024
Q2 		$1.03M Buy
6,440
+1,190
+23% +$167K 0.17% 88
2024
Q1 		$696K Buy
5,250
+350
+7% +$43.4K 0.13% 107
2023
Q4 		$547K Buy
4,900
+740
+18% +$70.1K 0.11% 118
2023
Q3 		$346K Buy
4,160
+1,460
+54% +$127K 0.08% 141
2023
Q2 		$234K Buy
+2,700
New +$193K 0.05% 169
2022
Q4 		– Sell
-5,110
Closed -$227K – 183
2022
Q3 		$227K Hold
5,110
– – 0.08% 162
2022
Q2 		$248K Sell
5,110
-450
-8% -$25.3K 0.08% 156
2022
Q1 		$350K Buy
5,560
+250
+5% +$14.8K 0.1% 128
2021
Q4 		$353K Sell
5,310
-850
-14% -$47.8K 0.1% 134
2021
Q3 		$299K Sell
6,160
-190
-3% -$9.24K 0.1% 143
2021
Q2 		$303K Buy
6,350
+190
+3% +$8.8K 0.1% 134
2021
Q1 		$286K Buy
6,160
+1,380
+29% +$63.8K 0.11% 118
2020
Q4 		$209K Buy
+4,780
New +$186K 0.1% 111

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

Fort Sheridan Advisors's AVGO Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its Broadcom (AVGO) stake by 9.8% in Q2 2026, selling an estimated $347K and leaving 7,928 shares worth $2.99M. The position accounts for 0.32% of the portfolio, ranked #64.

Fort Sheridan Advisors first reported a position in AVGO in Q4 2020 and has held it in 21 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fort Sheridan Advisors held 7,928 shares of Broadcom worth $2.99M as of Q2 2026.
  • Fort Sheridan Advisors sold 865 Broadcom shares in Q2 2026, an estimated $347K.
  • Broadcom made up 0.32% of Fort Sheridan Advisors's portfolio in Q2 2026, its #64 holding.
  • Fort Sheridan Advisors first reported a position in Broadcom in Q4 2020 and has held it in 21 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.