Orser Capital Management’s Broadcom AVGO Stock Holding History

Orser 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	$1.37M	Buy	3,627 +477	+15%	+$191K	0.68%	42
2026 Q1	$975K	Buy	3,150 +690	+28%	+$227K	0.64%	34
2025 Q4	$851K	Buy	2,460 +133	+6%	+$47.6K	0.48%	41
2025 Q3	$768K	Buy	+2,327	New	+$714K	0.4%	54
2025 Q2	–	Sell	-4,825	Closed	-$808K	–	47
2025 Q1	$808K	Buy	+4,825	New	+$1.02M	0.59%	35

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Orser Capital Management increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $191K and bringing the position to 3,627 shares worth $1.37M. The position accounts for 0.68% of the portfolio, ranked #42.

Orser Capital Management first reported a position in AVGO in Q1 2025 and has held it in 5 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Orser Capital Management held 3,627 shares of Broadcom worth $1.37M as of Q2 2026.
Orser Capital Management bought 477 Broadcom shares in Q2 2026, an estimated $191K.
Broadcom made up 0.68% of Orser Capital Management's portfolio in Q2 2026, its #42 holding.
Orser Capital Management first reported a position in Broadcom in Q1 2025 and has held it in 5 quarters since.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Orser Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.