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Nearwater Capital Markets’s Broadcom AVGO Stock Holding History

Nearwater Capital Markets’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 		– Sell
-301,000
Closed -$93.2M – 105
2026
Q1 		$93.2M Sell
301,000
-503,000
-63% -$166M 2.2% 11
2025
Q4 		$278M Sell
804,000
-40,000
-5% -$14.3M 4.76% 5
2025
Q3 		$278M Sell
844,000
-514,274
-38% -$158M 3.72% 5
2025
Q2 		$374M Buy
1,358,274
+342,000
+34% +$74.3M 5.99% 4
2025
Q1 		$170M Sell
1,016,274
-376,219
-27% -$79.6M 4.84% 3
2024
Q4 		$323M Buy
+1,392,493
New +$258M 9.21% 2

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 $3.38T AUM 44.17% 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

Nearwater Capital Markets's AVGO Position: Q2 2026 in Review

Nearwater Capital Markets sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 301,000 shares — an estimated $93.2M sold.

Nearwater Capital Markets first reported a position in AVGO in Q4 2024 and held it in 6 quarters. The position peaked at $374M in Q2 2025. 4,857 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Nearwater Capital Markets reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 301,000 Broadcom shares in Q2 2026, an estimated $93.2M.
  • Nearwater Capital Markets first reported a position in Broadcom in Q4 2024 and held it in 6 quarters.
  • Nearwater Capital Markets's Broadcom position peaked at $374M in Q2 2025.
  • 4,857 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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