Shufro Rose & Co’s Broadcom AVGO Stock Holding History

Shufro Rose & Co’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	$1.74M	Hold	4,600	–	–	0.1%	87
2026 Q1	$1.42M	Sell	4,600 -445	-9%	-$146K	0.1%	99
2025 Q4	$1.75M	Buy	5,045 +175	+4%	+$62.6K	0.12%	83
2025 Q3	$815K	Hold	4,870	–	–	0.07%	126
2025 Q2	$815K	Hold	4,870	–	–	0.07%	127
2025 Q1	$815K	Hold	4,870	–	–	0.06%	130
2024 Q4	$1.13M	Buy	4,870 +4,343	+824%	+$803K	0.09%	107
2024 Q3	$846K	Sell	527 -4,743	-90%	-$760K	0.07%	125
2024 Q2	$846K	Buy	5,270 +270	+5%	+$37.8K	0.07%	125
2024 Q1	$663K	Sell	5,000 -130	-3%	-$16.1K	0.05%	139
2023 Q4	$426K	Hold	5,130	–	–	0.04%	176
2023 Q3	$426K	Hold	5,130	–	–	0.04%	175
2023 Q2	$445K	Buy	5,130 +130	+3%	+$9.27K	0.04%	177
2023 Q1	$321K	Hold	5,000	–	–	0.03%	220
2022 Q4	$280K	Sell	5,000 -30	-0.6%	-$1.5K	0.02%	246
2022 Q3	$223K	Buy	+5,030	New	+$257K	0.02%	258

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Shufro Rose & Co's AVGO Position: Q2 2026 in Review

Shufro Rose & Co held its Broadcom (AVGO) position steady in Q2 2026 at 4,600 shares worth $1.74M. The position accounts for 0.1% of the portfolio, ranked #87.

Shufro Rose & Co first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.75M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Shufro Rose & Co held 4,600 shares of Broadcom worth $1.74M as of Q2 2026.
Shufro Rose & Co left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.1% of Shufro Rose & Co's portfolio in Q2 2026, its #87 holding.
Shufro Rose & Co first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
Shufro Rose & Co's Broadcom position peaked at $1.75M in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.