SPC
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Spirepoint Private Client’s Broadcom AVGO Stock Holding History

Spirepoint Private Client’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 		$42.7M Buy
113,135
+11,577
+11% +$4.64M 3.46% 5
2026
Q1 		$31.4M Buy
101,558
+8,650
+9% +$2.85M 2.99% 4
2025
Q4 		$32.2M Buy
92,908
+1,214
+1% +$434K 3.07% 6
2025
Q3 		$30.3M Sell
91,694
-100
-0.1% -$30.7K 3.18% 5
2025
Q2 		$25.3M Buy
91,794
+1,492
+2% +$324K 2.86% 5
2025
Q1 		$15.1M Buy
90,302
+2,734
+3% +$579K 1.98% 8
2024
Q4 		$20.3M Buy
87,568
+1,929
+2% +$357K 2.54% 5
2024
Q3 		$14.8M Buy
85,639
+589
+0.7% +$94.4K 1.96% 7
2024
Q2 		$13.7M Sell
85,050
-1,240
-1% -$174K 1.94% 9
2024
Q1 		$11.4M Buy
+86,290
New +$10.7M 1.74% 11

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

Spirepoint Private Client's AVGO Position: Q2 2026 in Review

Spirepoint Private Client increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $4.64M and bringing the position to 113,135 shares worth $42.7M. The position accounts for 3.46% of the portfolio, ranked #5.

Spirepoint Private Client first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Spirepoint Private Client held 113,135 shares of Broadcom worth $42.7M as of Q2 2026.
  • Spirepoint Private Client bought 11,577 Broadcom shares in Q2 2026, an estimated $4.64M.
  • Broadcom made up 3.46% of Spirepoint Private Client's portfolio in Q2 2026, its #5 holding.
  • Spirepoint Private Client first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.