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Fortress Private Ledger’s Broadcom AVGO Stock Holding History

Fortress Private Ledger’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 		$4.57M Buy
12,087
+2,191
+22% +$878K 1.24% 14
2026
Q1 		$3.06M Sell
9,896
-313
-3% -$103K 0.96% 16
2025
Q4 		$3.53M Buy
10,209
+1,604
+19% +$574K 1.16% 13
2025
Q3 		$2.84M Buy
8,605
+709
+9% +$218K 1.03% 16
2025
Q2 		$2.18M Buy
7,896
+898
+13% +$195K 0.99% 18
2025
Q1 		$1.17M Sell
6,998
-458
-6% -$96.9K 0.65% 34
2024
Q4 		$1.73M Buy
+7,456
New +$1.38M 1.06% 19

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

Fortress Private Ledger's AVGO Position: Q2 2026 in Review

Fortress Private Ledger increased its Broadcom (AVGO) stake by 22% in Q2 2026, buying an estimated $878K and bringing the position to 12,087 shares worth $4.57M. The position accounts for 1.24% of the portfolio, ranked #14.

Fortress Private Ledger first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,838 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fortress Private Ledger held 12,087 shares of Broadcom worth $4.57M as of Q2 2026.
  • Fortress Private Ledger bought 2,191 Broadcom shares in Q2 2026, an estimated $878K.
  • Broadcom made up 1.24% of Fortress Private Ledger's portfolio in Q2 2026, its #14 holding.
  • Fortress Private Ledger first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,838 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.