Qsemble Capital Management’s Broadcom AVGO Stock Holding History

Qsemble 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	$2.38M	Sell	6,307 -7,325	-54%	-$2.94M	0.31%	124
2026 Q1	$4.22M	Buy	13,632 +8,997	+194%	+$2.96M	0.32%	108
2025 Q4	$1.6M	Sell	4,635 -10,420	-69%	-$3.73M	0.13%	221
2025 Q3	$4.97M	Buy	+15,055	New	+$4.62M	0.49%	64
2025 Q2	–	Sell	-53,627	Closed	-$8.98M	–	437
2025 Q1	$8.98M	Buy	+53,627	New	+$11.3M	0.95%	13
2024 Q3	–	Sell	-19,120	Closed	-$3.07M	–	381
2024 Q2	$3.07M	Buy	+19,120	New	+$2.68M	0.58%	46
2023 Q3	–	Sell	-9,300	Closed	-$807K	–	322
2023 Q2	$807K	Sell	9,300 -10,700	-54%	-$763K	0.57%	72
2023 Q1	$1.28M	Buy	+20,000	New	+$1.2M	0.86%	30

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Qsemble Capital Management reduced its Broadcom (AVGO) stake by 54% in Q2 2026, selling an estimated $2.94M and leaving 6,307 shares worth $2.38M. The position accounts for 0.31% of the portfolio, ranked #124.

Qsemble Capital Management first reported a position in AVGO in Q1 2023 and has held it in 8 quarters since. The position peaked at $8.98M in Q1 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Qsemble Capital Management held 6,307 shares of Broadcom worth $2.38M as of Q2 2026.
Qsemble Capital Management sold 7,325 Broadcom shares in Q2 2026, an estimated $2.94M.
Broadcom made up 0.31% of Qsemble Capital Management's portfolio in Q2 2026, its #124 holding.
Qsemble Capital Management first reported a position in Broadcom in Q1 2023 and has held it in 8 quarters since.
Qsemble Capital Management's Broadcom position peaked at $8.98M in Q1 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.