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Holt Capital Partners’s Broadcom AVGO Stock Holding History

Holt Capital Partners’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 		$1.36M Buy
3,607
+907
+34% +$364K 0.16% 83
2026
Q1 		$836K Buy
2,700
+1,650
+157% +$543K 0.11% 101
2025
Q4 		$363K Buy
1,050
+215
+26% +$76.9K 0.05% 131
2025
Q3 		$275K Buy
+835
New +$256K 0.04% 138

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

Holt Capital Partners's AVGO Position: Q2 2026 in Review

Holt Capital Partners increased its Broadcom (AVGO) stake by 34% in Q2 2026, buying an estimated $364K and bringing the position to 3,607 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #83.

Holt Capital Partners first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Holt Capital Partners held 3,607 shares of Broadcom worth $1.36M as of Q2 2026.
  • Holt Capital Partners bought 907 Broadcom shares in Q2 2026, an estimated $364K.
  • Broadcom made up 0.16% of Holt Capital Partners's portfolio in Q2 2026, its #83 holding.
  • Holt Capital Partners first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Holt Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.