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Safe Harbor Family Capital’s Broadcom AVGO Stock Holding History

Safe Harbor Family 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 		$740K Sell
1,959
-129
-6% -$51.7K 0.49% 19
2026
Q1 		$646K Sell
2,088
-136
-6% -$44.8K 0.51% 19
2025
Q4 		$770K Buy
+2,224
New +$795K 0.68% 16

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Safe Harbor Family Capital's AVGO Position: Q2 2026 in Review

Safe Harbor Family Capital reduced its Broadcom (AVGO) stake by 6.2% in Q2 2026, selling an estimated $51.7K and leaving 1,959 shares worth $740K. The position accounts for 0.49% of the portfolio, ranked #19.

Safe Harbor Family Capital first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $770K in Q4 2025. 4,632 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Safe Harbor Family Capital held 1,959 shares of Broadcom worth $740K as of Q2 2026.
  • Safe Harbor Family Capital sold 129 Broadcom shares in Q2 2026, an estimated $51.7K.
  • Broadcom made up 0.49% of Safe Harbor Family Capital's portfolio in Q2 2026, its #19 holding.
  • Safe Harbor Family Capital first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Safe Harbor Family Capital's Broadcom position peaked at $770K in Q4 2025.
  • 4,632 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.