FCH
AVGO icon

Freestone Capital Holdings’s Broadcom AVGO Stock Holding History

Freestone Capital Holdings’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
Q1 		$40.6M Buy
131,175
+775
+0.6% +$255K 1.23% 14
2025
Q4 		$45.1M Sell
130,400
-3,822
-3% -$1.37M 1.34% 14
2025
Q3 		$44.3M Buy
134,222
+2,186
+2% +$671K 1.36% 15
2025
Q2 		$36.4M Sell
132,036
-15,233
-10% -$3.31M 1.23% 17
2025
Q1 		$24.7M Buy
147,269
+5,317
+4% +$1.13M 0.92% 18
2024
Q4 		$32.9M Sell
141,952
-1,612
-1% -$298K 1.14% 17
2024
Q3 		$24.8M Sell
143,564
-16
-0% -$2.56K 0.85% 18
2024
Q2 		$23.1M Buy
143,580
+1,300
+0.9% +$182K 0.82% 20
2024
Q1 		$18.9M Sell
142,280
-3,640
-2% -$451K 0.7% 24
2023
Q4 		$16.3M Sell
145,920
-340
-0.2% -$32.2K 0.73% 25
2023
Q3 		$12.1M Sell
146,260
-3,830
-3% -$332K 0.64% 31
2023
Q2 		$13M Sell
150,090
-1,510
-1% -$108K 0.52% 31
2023
Q1 		$9.73M Sell
151,600
-2,460
-2% -$148K 0.43% 42
2022
Q4 		$8.61M Buy
154,060
+17,250
+13% +$865K 0.39% 48
2022
Q3 		$6.08M Sell
136,810
-7,580
-5% -$387K 0.27% 60
2022
Q2 		$7.01M Sell
144,390
-32,340
-18% -$1.82M 0.27% 57
2022
Q1 		$11.1M Buy
176,730
+23,410
+15% +$1.39M 0.45% 50
2021
Q4 		$10.2M Buy
153,320
+20,340
+15% +$1.14M 0.43% 47
2021
Q3 		$6.45M Buy
132,980
+18,500
+16% +$900K 0.32% 76
2021
Q2 		$5.46M Buy
114,480
+2,790
+2% +$129K 0.27% 90
2021
Q1 		$5.18M Buy
111,690
+6,780
+6% +$314K 0.28% 86
2020
Q4 		$4.59M Sell
104,910
-35,310
-25% -$1.38M 0.27% 85
2020
Q3 		$5.11M Buy
+140,220
New +$4.7M 0.33% 73
2020
Q2 		– Sell
-77,260
Closed -$1.83K – 352
2020
Q1 		$1.83K Buy
77,260
+43,190
+127% +$1.22M 0.04% 143
2019
Q4 		$1.08K Sell
34,070
-4,730
-12% -$144K 0.02% 249
2019
Q3 		$1.07K Sell
38,800
-1,480
-4% -$42.1K 0.03% 252
2019
Q2 		$1.16K Buy
40,280
+5,380
+15% +$157K 0.03% 222
2019
Q1 		$1.05M Buy
34,900
+4,990
+17% +$135K 0.06% 216
2018
Q4 		$761K Buy
+29,910
New +$706K 0.05% 235

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freestone Capital Holdings's AVGO Position: Q1 2026 in Review

Freestone Capital Holdings increased its Broadcom (AVGO) stake by 0.59% in Q1 2026, buying an estimated $255K and bringing the position to 131,175 shares worth $40.6M. The position accounts for 1.23% of the portfolio, ranked #14.

Freestone Capital Holdings first reported a position in AVGO in Q4 2018 and has held it in 29 quarters since. The position peaked at $45.1M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Freestone Capital Holdings held 131,175 shares of Broadcom worth $40.6M as of Q1 2026.
  • Freestone Capital Holdings bought 775 Broadcom shares in Q1 2026, an estimated $255K.
  • Broadcom made up 1.23% of Freestone Capital Holdings's portfolio in Q1 2026, its #14 holding.
  • Freestone Capital Holdings first reported a position in Broadcom in Q4 2018 and has held it in 29 quarters since.
  • Freestone Capital Holdings's Broadcom position peaked at $45.1M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.