Impact Capital Partners’s Broadcom AVGO Stock Holding History

Impact 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 Q3	$10.2M	Sell	29,048 -3,693	-11%	-$1.39M	2.8%	5
2026 Q2	$12.4M	Buy	32,741 +323	+1%	+$130K	3.37%	4
2026 Q1	$10M	Sell	32,418 -4,529	-12%	-$1.49M	3.04%	5
2025 Q4	$12.8M	Buy	36,947 +381	+1%	+$136K	3.79%	4
2025 Q3	$12.1M	Buy	36,566 +2,775	+8%	+$851K	3.63%	4
2025 Q2	$9.31M	Buy	33,791 +361	+1%	+$78.4K	3.05%	4
2025 Q1	$5.6M	Sell	33,430 -3,558	-10%	-$753K	2.03%	5
2024 Q4	$8.58M	Buy	+36,988	New	+$6.84M	3.05%	4

Other funds holding AVGO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Impact Capital Partners's AVGO Position: Q3 2026 in Review

Impact Capital Partners reduced its Broadcom (AVGO) stake by 11% in Q3 2026, selling an estimated $1.39M and leaving 29,048 shares worth $10.2M. The position accounts for 2.8% of the portfolio, ranked #5.

Impact Capital Partners first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.8M in Q4 2025. 3,193 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Impact Capital Partners held 29,048 shares of Broadcom worth $10.2M as of Q3 2026.
Impact Capital Partners sold 3,693 Broadcom shares in Q3 2026, an estimated $1.39M.
Broadcom made up 2.8% of Impact Capital Partners's portfolio in Q3 2026, its #5 holding.
Impact Capital Partners first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
Impact Capital Partners's Broadcom position peaked at $12.8M in Q4 2025.
3,193 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.