NCM
AVGO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nearwater Capital Markets's AVGO Position: Q1 2026 in Review

Nearwater Capital Markets reduced its Broadcom (AVGO) stake by 63% in Q1 2026, selling an estimated $166M and leaving 301,000 shares worth $93.2M. The position accounts for 2.2% of the portfolio, ranked #11.

Nearwater Capital Markets first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $374M in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Nearwater Capital Markets held 301,000 shares of Broadcom worth $93.2M as of Q1 2026.
  • Nearwater Capital Markets sold 503,000 Broadcom shares in Q1 2026, an estimated $166M.
  • Broadcom made up 2.2% of Nearwater Capital Markets's portfolio in Q1 2026, its #11 holding.
  • Nearwater Capital Markets first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Nearwater Capital Markets's Broadcom position peaked at $374M in Q2 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.