OC
AVGO icon

Optima Capital’s Broadcom AVGO Stock Holding History

Optima Capital’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 		$387K Buy
1,025
+57
+6% +$22.9K 0.15% 112
2026
Q1 		$300K Sell
968
-213
-18% -$70.1K 0.14% 122
2025
Q4 		$409K Buy
1,181
+42
+4% +$15K 0.18% 102
2025
Q3 		$376K Sell
1,139
-58
-5% -$17.8K 0.18% 102
2025
Q2 		$330K Buy
+1,197
New +$260K 0.18% 120
2025
Q1 		– Sell
-1,184
Closed -$274K – 140
2024
Q4 		$274K Buy
+1,184
New +$219K 0.19% 129

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Optima Capital's AVGO Position: Q2 2026 in Review

Optima Capital increased its Broadcom (AVGO) stake by 5.9% in Q2 2026, buying an estimated $22.9K and bringing the position to 1,025 shares worth $387K. The position accounts for 0.15% of the portfolio, ranked #112.

Optima Capital first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $409K in Q4 2025. 1,631 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Optima Capital held 1,025 shares of Broadcom worth $387K as of Q2 2026.
  • Optima Capital bought 57 Broadcom shares in Q2 2026, an estimated $22.9K.
  • Broadcom made up 0.15% of Optima Capital's portfolio in Q2 2026, its #112 holding.
  • Optima Capital first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Optima Capital's Broadcom position peaked at $409K in Q4 2025.
  • 1,631 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.