Optimas Capital’s Broadcom AVGO Stock Holding History

Optimas 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 Q1	–	Sell	-7,360	Closed	-$2.55M	–	12
2025 Q4	$2.55M	Buy	+7,360	New	+$2.63M	2.83%	12

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optimas Capital's AVGO Position: Q1 2026 in Review

Optimas Capital sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 7,360 shares — an estimated $2.55M sold.

Optimas Capital first reported a position in AVGO in Q4 2025 and held it in 1 quarter. The position peaked at $2.55M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Optimas Capital reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Optimas Capital sold 7,360 Broadcom shares in Q1 2026, an estimated $2.55M.
Optimas Capital first reported a position in Broadcom in Q4 2025 and held it in 1 quarter.
Optimas Capital's Broadcom position peaked at $2.55M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Optimas Capital's 13F filing for Q1 2026, filed 7 May 2026.