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Round Rock Advisors’s Broadcom AVGO Stock Holding History

Round Rock Advisors’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 		$495K Buy
1,310
+437
+50% +$175K 0.06% 218
2026
Q1 		$270K Sell
873
-936
-52% -$308K 0.04% 274
2025
Q4 		$626K Buy
1,809
+54
+3% +$19.3K 0.09% 167
2025
Q3 		$579K Buy
1,755
+101
+6% +$31K 0.09% 155
2025
Q2 		$456K Buy
+1,654
New +$359K 0.08% 141
2025
Q1 		– Sell
-1,027
Closed -$238K – 217
2024
Q4 		$238K Buy
+1,027
New +$190K 0.05% 185

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

Round Rock Advisors's AVGO Position: Q2 2026 in Review

Round Rock Advisors increased its Broadcom (AVGO) stake by 50% in Q2 2026, buying an estimated $175K and bringing the position to 1,310 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #218.

Round Rock Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $626K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Round Rock Advisors held 1,310 shares of Broadcom worth $495K as of Q2 2026.
  • Round Rock Advisors bought 437 Broadcom shares in Q2 2026, an estimated $175K.
  • Broadcom made up 0.06% of Round Rock Advisors's portfolio in Q2 2026, its #218 holding.
  • Round Rock Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Round Rock Advisors's Broadcom position peaked at $626K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.