SCM
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SCS Capital Management’s Broadcom AVGO Stock Holding History

SCS 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 		$35M Sell
92,616
-3,867
-4% -$1.55M 0.33% 46
2026
Q1 		$29.9M Sell
96,483
-6,503
-6% -$2.14M 0.32% 49
2025
Q4 		$35.6M Sell
102,986
-18,610
-15% -$6.66M 0.38% 39
2025
Q3 		$40.1M Sell
121,596
-7,607
-6% -$2.33M 0.44% 35
2025
Q2 		$35.6M Buy
129,203
+84,953
+192% +$18.4M 0.39% 37
2025
Q1 		$7.41M Buy
+44,250
New +$9.37M 0.09% 100

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

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

SCS Capital Management reduced its Broadcom (AVGO) stake by 4% in Q2 2026, selling an estimated $1.55M and leaving 92,616 shares worth $35M. The position accounts for 0.33% of the portfolio, ranked #46.

SCS Capital Management first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.1M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SCS Capital Management held 92,616 shares of Broadcom worth $35M as of Q2 2026.
  • SCS Capital Management sold 3,867 Broadcom shares in Q2 2026, an estimated $1.55M.
  • Broadcom made up 0.33% of SCS Capital Management's portfolio in Q2 2026, its #46 holding.
  • SCS Capital Management first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • SCS Capital Management's Broadcom position peaked at $40.1M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.