HCG
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Haven Capital Group’s Broadcom AVGO Stock Holding History

Haven Capital Group’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 		$26.9M Sell
71,266
-3,172
-4% -$1.27M 21.62% 1
2026
Q1 		$23M Sell
74,438
-343
-0.5% -$113K 21.38% 1
2025
Q4 		$25.9M Sell
74,781
-4,592
-6% -$1.64M 24.28% 1
2025
Q3 		$26.2M Sell
79,373
-1,379
-2% -$423K 23.32% 1
2025
Q2 		$22.3M Sell
80,752
-345
-0.4% -$74.9K 19.62% 1
2025
Q1 		$13.6M Sell
81,097
-1,574
-2% -$333K 14.96% 1
2024
Q4 		$19.2M Buy
+82,671
New +$15.3M 18.01% 1

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

Haven Capital Group's AVGO Position: Q2 2026 in Review

Haven Capital Group reduced its Broadcom (AVGO) stake by 4.3% in Q2 2026, selling an estimated $1.27M and leaving 71,266 shares worth $26.9M. The position accounts for 21.62% of the portfolio, ranked #1.

Haven Capital Group first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Haven Capital Group held 71,266 shares of Broadcom worth $26.9M as of Q2 2026.
  • Haven Capital Group sold 3,172 Broadcom shares in Q2 2026, an estimated $1.27M.
  • Broadcom made up 21.62% of Haven Capital Group's portfolio in Q2 2026, its #1 holding.
  • Haven Capital Group first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Haven Capital Group's 13F filing for Q2 2026, filed 10 Jul 2026.