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
Q2 		$151K Hold
400
– – ﹤0.01% 581
2026
Q1 		$124K Hold
400
– – ﹤0.01% 534
2025
Q4 		$138K Buy
400
+200
+100% +$71.5K ﹤0.01% 525
2025
Q3 		$66K Buy
+200
New +$61.4K ﹤0.01% 533

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

Freestone Capital Holdings's AVGO Position: Q2 2026 in Review

Freestone Capital Holdings increased its Broadcom (AVGO) stake by 3.1% in Q2 2026, buying an estimated $1.61M and bringing the position to 135,182 shares worth $51.1M. The position accounts for 1.32% of the portfolio, ranked #14.

Freestone Capital Holdings first reported a position in AVGO in Q4 2018 and has held it in 30 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Freestone Capital Holdings held 135,182 shares of Broadcom worth $51.1M as of Q2 2026.
  • Freestone Capital Holdings bought 4,007 Broadcom shares in Q2 2026, an estimated $1.61M.
  • Broadcom made up 1.32% of Freestone Capital Holdings's portfolio in Q2 2026, its #14 holding.
  • Freestone Capital Holdings first reported a position in Broadcom in Q4 2018 and has held it in 30 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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