FCA
AVGO icon

Fortis Capital Advisors’s Broadcom AVGO Stock Holding History

Fortis Capital 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 		$2.34M Buy
6,186
+482
+8% +$193K 0.26% 66
2026
Q1 		$1.77M Buy
5,704
+1,884
+49% +$620K 0.23% 67
2025
Q4 		$1.32M Buy
3,820
+18
+0.5% +$6.44K 0.2% 79
2025
Q3 		$1.25M Sell
3,802
-3,751
-50% -$1.15M 0.2% 78
2025
Q2 		$2.08M Sell
7,553
-1,289
-15% -$280K 0.37% 41
2025
Q1 		$1.48M Buy
8,842
+4,982
+129% +$1.05M 0.3% 50
2024
Q4 		$628K Sell
3,860
-4,640
-55% -$858K 0.21% 93
2024
Q3 		$1.47M Buy
8,500
+5,770
+211% +$925K 0.49% 38
2024
Q2 		$438K Buy
2,730
+30
+1% +$4.2K 0.16% 112
2024
Q1 		$358K Buy
+2,700
New +$335K 0.15% 123
2023
Q2 		– Sell
-940
Closed -$60.3K – 147
2023
Q1 		$60.3K Sell
940
-1,000
-52% -$60.2K 0.03% 260
2022
Q4 		$108K Buy
+1,940
New +$97.3K 0.06% 205

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

Fortis Capital Advisors's AVGO Position: Q2 2026 in Review

Fortis Capital Advisors increased its Broadcom (AVGO) stake by 8.5% in Q2 2026, buying an estimated $193K and bringing the position to 6,186 shares worth $2.34M. The position accounts for 0.26% of the portfolio, ranked #66.

Fortis Capital Advisors first reported a position in AVGO in Q4 2022 and has held it in 12 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fortis Capital Advisors held 6,186 shares of Broadcom worth $2.34M as of Q2 2026.
  • Fortis Capital Advisors bought 482 Broadcom shares in Q2 2026, an estimated $193K.
  • Broadcom made up 0.26% of Fortis Capital Advisors's portfolio in Q2 2026, its #66 holding.
  • Fortis Capital Advisors first reported a position in Broadcom in Q4 2022 and has held it in 12 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.