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AVGO icon

Roundview Capital’s Broadcom AVGO Stock Holding History

Roundview Capital’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 		$10.8M Buy
28,645
+2,089
+8% +$838K 0.59% 40
2026
Q1 		$8.22M Buy
26,556
+8,947
+51% +$2.94M 0.51% 47
2025
Q4 		$6.09M Buy
17,609
+2,615
+17% +$935K 0.37% 61
2025
Q3 		$4.95M Buy
14,994
+286
+2% +$87.7K 0.31% 75
2025
Q2 		$4.05M Sell
14,708
-3,572
-20% -$776K 0.27% 85
2025
Q1 		$3.06M Buy
18,280
+1,033
+6% +$219K 0.22% 104
2024
Q4 		$4M Buy
17,247
+9,168
+113% +$1.7M 0.28% 80
2024
Q3 		$1.39M Buy
8,079
+2,379
+42% +$381K 0.1% 181
2024
Q2 		$915K Buy
5,700
+790
+16% +$111K 0.07% 210
2024
Q1 		$651K Buy
4,910
+710
+17% +$88K 0.05% 234
2023
Q4 		$469K Hold
4,200
– – 0.04% 251
2023
Q3 		$349K Buy
4,200
+20
+0.5% +$1.73K 0.04% 260
2023
Q2 		$363K Hold
4,180
– – 0.04% 261
2023
Q1 		$268K Buy
4,180
+120
+3% +$7.22K 0.03% 290
2022
Q4 		$227K Buy
+4,060
New +$204K 0.03% 280
2018
Q3 		– Sell
-29,740
Closed -$722K – 217
2018
Q2 		$722K Buy
29,740
+1,420
+5% +$34.8K 0.19% 140
2018
Q1 		$667K Sell
28,320
-1,000
-3% -$25.2K 0.19% 138
2017
Q4 		$753K Buy
29,320
+9,300
+46% +$242K 0.19% 129
2017
Q3 		$486K Buy
+20,020
New +$495K 0.14% 158
2017
Q2 		– Sell
-11,050
Closed -$242K – 216
2017
Q1 		$242K Buy
+11,050
New +$228K 0.08% 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

Roundview Capital's AVGO Position: Q2 2026 in Review

Roundview Capital increased its Broadcom (AVGO) stake by 7.9% in Q2 2026, buying an estimated $838K and bringing the position to 28,645 shares worth $10.8M. The position accounts for 0.59% of the portfolio, ranked #40.

Roundview Capital first reported a position in AVGO in Q1 2017 and has held it in 20 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Roundview Capital held 28,645 shares of Broadcom worth $10.8M as of Q2 2026.
  • Roundview Capital bought 2,089 Broadcom shares in Q2 2026, an estimated $838K.
  • Broadcom made up 0.59% of Roundview Capital's portfolio in Q2 2026, its #40 holding.
  • Roundview Capital first reported a position in Broadcom in Q1 2017 and has held it in 20 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.