South Shore Capital Advisors’s Broadcom AVGO Stock Holding History

South Shore Capital Advisors’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	$3.76M	Sell	9,947 -151	-1%	-$60.5K	2.52%	7
2026 Q1	$3.13M	Sell	10,098 -613	-6%	-$202K	2.29%	12
2025 Q4	$3.71M	Buy	+10,711	New	+$3.83M	2.71%	8
2022 Q3	$686K	Hold	15,450	–	–	1.6%	16
2022 Q2	$751K	Buy	15,450 +200	+1%	+$11.2K	1.57%	15
2022 Q1	$960K	Buy	15,250 +780	+5%	+$46.3K	1.56%	12
2021 Q4	$963K	Buy	14,470 +760	+6%	+$42.7K	1.57%	13
2021 Q3	$665K	Sell	13,710 -140	-1%	-$6.81K	1.2%	23
2021 Q2	$660K	Sell	13,850 -10,460	-43%	-$485K	1.17%	19
2021 Q1	$1.13M	Sell	24,310 -1,380	-5%	-$63.8K	1.12%	20
2020 Q4	$1.12M	Buy	+25,690	New	+$1M	1.11%	20

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

South Shore Capital Advisors's AVGO Position: Q2 2026 in Review

South Shore Capital Advisors reduced its Broadcom (AVGO) stake by 1.5% in Q2 2026, selling an estimated $60.5K and leaving 9,947 shares worth $3.76M. The position accounts for 2.52% of the portfolio, ranked #7.

South Shore Capital Advisors first reported a position in AVGO in Q4 2020 and has held it in 11 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

South Shore Capital Advisors held 9,947 shares of Broadcom worth $3.76M as of Q2 2026.
South Shore Capital Advisors sold 151 Broadcom shares in Q2 2026, an estimated $60.5K.
Broadcom made up 2.52% of South Shore Capital Advisors's portfolio in Q2 2026, its #7 holding.
South Shore Capital Advisors first reported a position in Broadcom in Q4 2020 and has held it in 11 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.