InterCapital’s Broadcom AVGO Stock Holding History

InterCapital’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	$1.25M	Buy	3,300 +800	+32%	+$321K	0.31%	69
2026 Q1	$774K	Buy	+2,500	New	+$823K	0.26%	69

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

InterCapital's AVGO Position: Q2 2026 in Review

InterCapital increased its Broadcom (AVGO) stake by 51% in Q2 2026, buying an estimated $3.77M and bringing the position to 27,900 shares worth $10.5M. The position accounts for 2.63% of the portfolio, ranked #9.

InterCapital first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,632 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

InterCapital held 27,900 shares of Broadcom worth $10.5M as of Q2 2026.
InterCapital bought 9,400 Broadcom shares in Q2 2026, an estimated $3.77M.
Broadcom made up 2.63% of InterCapital's portfolio in Q2 2026, its #9 holding.
InterCapital first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
4,632 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on InterCapital's 13F filing for Q2 2026, filed 14 Aug 2026.