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Shelter Rock Management’s Broadcom AVGO Stock Holding History

Shelter Rock 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 		$3.59M Buy
+9,505
New +$3.81M 3.48% 13

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

Shelter Rock Management's AVGO Position: Q2 2026 in Review

Shelter Rock Management opened a new position in Broadcom (AVGO) in Q2 2026: 9,505 shares worth $3.59M. The stake represents 3.48% of the portfolio and ranks #13 among its holdings.

4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Shelter Rock Management held 9,505 shares of Broadcom worth $3.59M as of Q2 2026.
  • Broadcom was a new Shelter Rock Management position in Q2 2026.
  • Broadcom made up 3.48% of Shelter Rock Management's portfolio in Q2 2026, its #13 holding.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.