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Rockbridge Capital Management’s Broadcom AVGO Stock Holding History

Rockbridge 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 		$264K Hold
700
– – 0.17% 27
2026
Q1 		$217K Hold
700
– – 0.15% 26
2025
Q4 		$242K Hold
700
– – 0.15% 29
2025
Q3 		$231K Buy
+700
New +$215K 0.14% 27

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

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

Rockbridge Capital Management held its Broadcom (AVGO) position steady in Q2 2026 at 700 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #27.

Rockbridge Capital Management first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Rockbridge Capital Management held 700 shares of Broadcom worth $264K as of Q2 2026.
  • Rockbridge Capital Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.17% of Rockbridge Capital Management's portfolio in Q2 2026, its #27 holding.
  • Rockbridge Capital Management first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Rockbridge Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.