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Shearwater Capital’s Broadcom AVGO Stock Holding History

Shearwater 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 		$321K Sell
850
-16
-2% -$6.42K 0.15% 57
2026
Q1 		$268K Buy
866
+16
+2% +$5.26K 0.14% 59
2025
Q4 		$294K Hold
850
– – 0.17% 45
2025
Q3 		$280K Hold
850
– – 0.17% 45
2025
Q2 		$234K Buy
+850
New +$185K 0.15% 45

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Shearwater Capital's AVGO Position: Q2 2026 in Review

Shearwater Capital reduced its Broadcom (AVGO) stake by 1.8% in Q2 2026, selling an estimated $6.42K and leaving 850 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #57.

Shearwater Capital first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Shearwater Capital held 850 shares of Broadcom worth $321K as of Q2 2026.
  • Shearwater Capital sold 16 Broadcom shares in Q2 2026, an estimated $6.42K.
  • Broadcom made up 0.15% of Shearwater Capital's portfolio in Q2 2026, its #57 holding.
  • Shearwater Capital first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.