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New Capital Management’s Broadcom AVGO Stock Holding History

New Capital Management’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 		$647K Sell
1,712
-29
-2% -$11.6K 0.15% 39
2026
Q1 		$539K Sell
1,741
-58
-3% -$19.1K 0.13% 42
2025
Q4 		$622K Buy
1,799
+1
+0.1% +$358 0.16% 38
2025
Q3 		$593K Buy
1,798
+324
+22% +$99.4K 0.16% 37
2025
Q2 		$406K Sell
1,474
-375
-20% -$81.4K 0.11% 43
2025
Q1 		$310K Sell
1,849
-3
-0.2% -$635 0.09% 43
2024
Q4 		$429K Buy
+1,852
New +$343K 0.13% 40

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New Capital Management's AVGO Position: Q2 2026 in Review

New Capital Management reduced its Broadcom (AVGO) stake by 1.7% in Q2 2026, selling an estimated $11.6K and leaving 1,712 shares worth $647K. The position accounts for 0.15% of the portfolio, ranked #39.

New Capital Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • New Capital Management held 1,712 shares of Broadcom worth $647K as of Q2 2026.
  • New Capital Management sold 29 Broadcom shares in Q2 2026, an estimated $11.6K.
  • Broadcom made up 0.15% of New Capital Management's portfolio in Q2 2026, its #39 holding.
  • New Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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