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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Impact Capital Partners increased its Broadcom (AVGO) stake by 1% in Q2 2026, buying an estimated $130K and bringing the position to 32,741 shares worth $12.4M. The position accounts for 3.37% of the portfolio, ranked #4.

Impact Capital Partners first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q4 2025. 1,189 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Impact Capital Partners held 32,741 shares of Broadcom worth $12.4M as of Q2 2026.
  • Impact Capital Partners bought 323 Broadcom shares in Q2 2026, an estimated $130K.
  • Broadcom made up 3.37% of Impact Capital Partners's portfolio in Q2 2026, its #4 holding.
  • Impact Capital Partners first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Impact Capital Partners's Broadcom position peaked at $12.8M in Q4 2025.
  • 1,189 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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