Fortitude Family Office’s Broadcom AVGO Stock Holding History

Fortitude Family Office’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	$1.14M	Buy	3,019 +406	+16%	+$163K	0.22%	64
2026 Q1	$809K	Sell	2,613 -1,228	-32%	-$404K	0.18%	75
2025 Q4	$1.33M	Sell	3,841 -292	-7%	-$104K	0.31%	61
2025 Q3	$1.36M	Sell	4,133 -293	-7%	-$89.9K	0.37%	56
2025 Q2	$1.22M	Buy	4,426 +356	+9%	+$77.3K	0.4%	50
2025 Q1	$681K	Sell	4,070 -80	-2%	-$16.9K	0.24%	58
2024 Q4	$962K	Buy	4,150 +370	+10%	+$68.4K	0.34%	46
2024 Q3	$652K	Buy	3,780 +480	+15%	+$77K	0.26%	53
2024 Q2	$530K	Buy	3,300 +1,630	+98%	+$228K	0.3%	49
2024 Q1	$221K	Sell	1,670 -110	-6%	-$13.6K	0.15%	78
2023 Q4	$199K	Buy	+1,780	New	+$169K	0.15%	83

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fortitude Family Office's AVGO Position: Q2 2026 in Review

Fortitude Family Office increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $163K and bringing the position to 3,019 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #64.

Fortitude Family Office first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Fortitude Family Office held 3,019 shares of Broadcom worth $1.14M as of Q2 2026.
Fortitude Family Office bought 406 Broadcom shares in Q2 2026, an estimated $163K.
Broadcom made up 0.22% of Fortitude Family Office's portfolio in Q2 2026, its #64 holding.
Fortitude Family Office first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Broadcom position peaked at $1.36M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.