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Fortis Capital Management’s Broadcom AVGO Stock Holding History

Fortis 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 		$17.9M Sell
47,384
-250
-0.5% -$100K 2% 10
2026
Q1 		$14.7M Buy
47,634
+1,632
+4% +$537K 1.51% 10
2025
Q4 		$15.9M Buy
46,002
+1,235
+3% +$442K 2.11% 8
2025
Q3 		$14.8M Sell
44,767
-3,823
-8% -$1.17M 2.08% 8
2025
Q2 		$13.4M Buy
48,590
+2,901
+6% +$630K 2.08% 8
2025
Q1 		$7.65M Sell
45,689
-770
-2% -$163K 1.49% 14
2024
Q4 		$10.8M Sell
46,459
-933
-2% -$173K 1.99% 9
2024
Q3 		$8.18M Buy
47,392
+5,422
+13% +$869K 1.65% 10
2024
Q2 		$6.74M Buy
41,970
+21,970
+110% +$3.08M 1.44% 14
2024
Q1 		$2.65M Sell
20,000
-1,700
-8% -$211K 0.7% 28
2023
Q4 		$2.42M Buy
21,700
+4,230
+24% +$401K 0.62% 31
2023
Q3 		$1.45M Buy
17,470
+1,640
+10% +$142K 0.45% 38
2023
Q2 		$1.37M Sell
15,830
-2,790
-15% -$199K 0.49% 31
2023
Q1 		$1.19M Buy
18,620
+1,530
+9% +$92K 0.48% 34
2022
Q4 		$955K Sell
17,090
-500
-3% -$25.1K 0.71% 30
2022
Q3 		$781K Sell
17,590
-520
-3% -$26.6K 0.67% 38
2022
Q2 		$880K Sell
18,110
-110
-0.6% -$6.17K 0.86% 32
2022
Q1 		$1.15M Buy
18,220
+980
+6% +$58.2K 0.59% 44
2021
Q4 		$1.15M Buy
17,240
+860
+5% +$48.3K 0.59% 37
2021
Q3 		$794K Buy
16,380
+3,270
+25% +$159K 0.42% 82
2021
Q2 		$625K Buy
13,110
+4,210
+47% +$195K 0.32% 86
2021
Q1 		$413K Buy
8,900
+2,670
+43% +$123K 0.24% 90
2020
Q4 		$273K Buy
+6,230
New +$243K 0.21% 72

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 Management's AVGO Position: Q2 2026 in Review

Fortis Capital Management reduced its Broadcom (AVGO) stake by 0.52% in Q2 2026, selling an estimated $100K and leaving 47,384 shares worth $17.9M. The position accounts for 2% of the portfolio, ranked #10.

Fortis Capital Management first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fortis Capital Management held 47,384 shares of Broadcom worth $17.9M as of Q2 2026.
  • Fortis Capital Management sold 250 Broadcom shares in Q2 2026, an estimated $100K.
  • Broadcom made up 2% of Fortis Capital Management's portfolio in Q2 2026, its #10 holding.
  • Fortis Capital Management first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.