RGC
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Roberts, Glore & Co’s Broadcom AVGO Stock Holding History

Roberts, Glore & Co’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 		$1.86M Sell
4,926
-71
-1% -$28.5K 0.46% 53
2026
Q1 		$1.55M Buy
4,997
+177
+4% +$58.2K 0.42% 57
2025
Q4 		$1.67M Sell
4,820
-77
-2% -$27.5K 0.44% 56
2025
Q3 		$1.62M Sell
4,897
-233
-5% -$71.5K 0.44% 57
2025
Q2 		$1.41M Sell
5,130
-670
-12% -$145K 0.41% 62
2025
Q1 		$971K Sell
5,800
-408
-7% -$86.4K 0.3% 82
2024
Q4 		$1.44M Sell
6,208
-84
-1% -$15.5K 0.43% 61
2024
Q3 		$1.09M Buy
6,292
+52
+0.8% +$8.34K 0.31% 79
2024
Q2 		$1M Sell
6,240
-360
-5% -$50.5K 0.3% 81
2024
Q1 		$875K Sell
6,600
-280
-4% -$34.7K 0.26% 90
2023
Q4 		$768K Buy
+6,880
New +$651K 0.24% 92

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

Roberts, Glore & Co's AVGO Position: Q2 2026 in Review

Roberts, Glore & Co reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $28.5K and leaving 4,926 shares worth $1.86M. The position accounts for 0.46% of the portfolio, ranked #53.

Roberts, Glore & Co first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Roberts, Glore & Co held 4,926 shares of Broadcom worth $1.86M as of Q2 2026.
  • Roberts, Glore & Co sold 71 Broadcom shares in Q2 2026, an estimated $28.5K.
  • Broadcom made up 0.46% of Roberts, Glore & Co's portfolio in Q2 2026, its #53 holding.
  • Roberts, Glore & Co first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.