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 		$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 $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.