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Night Owl Capital Management’s Broadcom AVGO Stock Holding History

Night Owl 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 		$25.9M Buy
68,438
+1,037
+2% +$416K 2.71% 18
2026
Q1 		$20.9M Buy
67,401
+463
+0.7% +$152K 2.43% 17
2025
Q4 		$23.2M Buy
66,938
+873
+1% +$312K 2.54% 14
2025
Q3 		$21.8M Buy
66,065
+593
+0.9% +$182K 2.38% 18
2025
Q2 		$18M Buy
65,472
+1,945
+3% +$422K 2.09% 22
2025
Q1 		$10.6M Buy
63,527
+2,936
+5% +$621K 1.33% 20
2024
Q4 		$14M Sell
60,591
-57,654
-49% -$10.7M 1.81% 20
2024
Q3 		$20.4M Buy
118,245
+4,525
+4% +$725K 2.79% 19
2024
Q2 		$18.3M Buy
+113,720
New +$15.9M 2.73% 18

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

Night Owl Capital Management's AVGO Position: Q2 2026 in Review

Night Owl Capital Management increased its Broadcom (AVGO) stake by 1.5% in Q2 2026, buying an estimated $416K and bringing the position to 68,438 shares worth $25.9M. The position accounts for 2.71% of the portfolio, ranked #18.

Night Owl Capital Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,856 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Night Owl Capital Management held 68,438 shares of Broadcom worth $25.9M as of Q2 2026.
  • Night Owl Capital Management bought 1,037 Broadcom shares in Q2 2026, an estimated $416K.
  • Broadcom made up 2.71% of Night Owl Capital Management's portfolio in Q2 2026, its #18 holding.
  • Night Owl Capital Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,856 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Night Owl Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.