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Panoramic Capital Partners’s Broadcom AVGO Stock Holding History

Panoramic Capital Partners’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 		$791K Sell
2,095
-247
-11% -$99K 0.37% 22
2026
Q1 		$725K Buy
2,342
+238
+11% +$78.3K 0.45% 24
2025
Q4 		$728K Buy
2,104
+74
+4% +$26.5K 0.45% 24
2025
Q3 		$670K Buy
2,030
+135
+7% +$41.4K 0.43% 23
2025
Q2 		$521K Buy
1,895
+211
+13% +$45.8K 0.36% 24
2025
Q1 		$263K Sell
1,684
-3,554
-68% -$752K 0.27% 44
2024
Q4 		$1.21M Buy
+5,238
New +$969K 1.07% 13

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 $3.37T AUM 44.26% 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

Panoramic Capital Partners's AVGO Position: Q2 2026 in Review

Panoramic Capital Partners reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $99K and leaving 2,095 shares worth $791K. The position accounts for 0.37% of the portfolio, ranked #22.

Panoramic Capital Partners first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2024. 4,847 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Panoramic Capital Partners held 2,095 shares of Broadcom worth $791K as of Q2 2026.
  • Panoramic Capital Partners sold 247 Broadcom shares in Q2 2026, an estimated $99K.
  • Broadcom made up 0.37% of Panoramic Capital Partners's portfolio in Q2 2026, its #22 holding.
  • Panoramic Capital Partners first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Panoramic Capital Partners's Broadcom position peaked at $1.21M in Q4 2024.
  • 4,847 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Panoramic Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.