Hilton Capital Management’s Broadcom AVGO Stock Holding History

Hilton Capital Management’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	$7.8M	Buy	+20,652	New	+$8.28M	0.53%	46
2026 Q1	–	Sell	-1,345	Closed	-$466K	–	134
2025 Q4	$466K	Buy	1,345 +26	+2%	+$9.3K	0.04%	147
2025 Q3	$435K	Sell	1,319 -65	-5%	-$19.9K	0.04%	145
2025 Q2	$382K	Sell	1,384 -256	-16%	-$55.6K	0.03%	150
2025 Q1	$275K	Sell	1,640 -32,141	-95%	-$6.8M	0.02%	154
2024 Q4	$7.83M	Sell	33,781 -4,521	-12%	-$836K	0.68%	44
2024 Q3	$6.61M	Buy	38,302 +17,342	+83%	+$2.78M	0.51%	51
2024 Q2	$3.37M	Buy	20,960 +930	+5%	+$130K	0.28%	66
2024 Q1	$2.65M	Buy	+20,030	New	+$2.48M	0.24%	74
2018 Q3	–	Sell	-70	Closed	-$2K	–	344
2018 Q2	$2K	Buy	+70	New	+$1.72K	﹤0.01%	371

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hilton Capital Management's AVGO Position: Q2 2026 in Review

Hilton Capital Management opened a new position in Broadcom (AVGO) in Q2 2026: 20,652 shares worth $7.8M. The stake represents 0.53% of the portfolio and ranks #46 among its holdings. This is a return to the name: Hilton Capital Management previously reported a position in AVGO as recently as Q4 2025.

Hilton Capital Management first reported a position in AVGO in Q2 2018 and has held it in 10 quarters since. The position peaked at $7.83M in Q4 2024. 4,847 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Hilton Capital Management held 20,652 shares of Broadcom worth $7.8M as of Q2 2026.
Broadcom was a new Hilton Capital Management position in Q2 2026.
Broadcom made up 0.53% of Hilton Capital Management's portfolio in Q2 2026, its #46 holding.
Hilton Capital Management first reported a position in Broadcom in Q2 2018 and has held it in 10 quarters since.
Hilton Capital Management's Broadcom position peaked at $7.83M in Q4 2024.
4,847 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.