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Steel Grove Capital Advisors’s Broadcom AVGO Stock Holding History

Steel Grove 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 		$2.07M Sell
5,485
-325
-6% -$130K 0.19% 55
2026
Q1 		$1.8M Buy
5,810
+303
+6% +$99.7K 0.19% 59
2025
Q4 		$1.91M Buy
5,507
+1,204
+28% +$431K 0.2% 46
2025
Q3 		$1.19M Hold
4,303
– – 0.14% 91
2025
Q2 		$1.19M Buy
4,303
+1
+0% +$217 0.14% 92
2025
Q1 		$720K Sell
4,302
-414
-9% -$87.6K 0.11% 97
2024
Q4 		$1.09M Sell
4,716
-862
-15% -$159K 0.15% 79
2024
Q3 		$963K Sell
5,578
-332
-6% -$53.2K 0.14% 82
2024
Q2 		$949K Sell
5,910
-3,270
-36% -$458K 0.13% 83
2024
Q1 		$1.22M Buy
9,180
+3,950
+76% +$489K 0.16% 81
2023
Q4 		$584K Sell
5,230
-450
-8% -$42.6K 0.08% 91
2023
Q3 		$472K Sell
5,680
-31,750
-85% -$2.75M 0.06% 114
2023
Q2 		$3.25M Sell
37,430
-1,850
-5% -$132K 0.41% 33
2023
Q1 		$2.52M Sell
39,280
-3,210
-8% -$193K 0.34% 36
2022
Q4 		$2.38M Buy
42,490
+1,230
+3% +$61.7K 0.34% 40
2022
Q3 		$1.83M Buy
41,260
+11,800
+40% +$603K 0.33% 42
2022
Q2 		$1.43M Buy
29,460
+1,440
+5% +$80.8K 0.26% 65
2022
Q1 		$1.76M Sell
28,020
-8,210
-23% -$488K 0.28% 55
2021
Q4 		$2.41M Buy
36,230
+140
+0.4% +$7.87K 0.48% 25
2021
Q3 		$1.75M Buy
36,090
+490
+1% +$23.8K 0.4% 40
2021
Q2 		$1.7M Buy
35,600
+3,220
+10% +$149K 0.47% 42
2021
Q1 		$1.5M Sell
32,380
-3,000
-8% -$139K 0.49% 47
2020
Q4 		$1.55M Sell
35,380
-710
-2% -$27.7K 0.51% 29
2020
Q3 		$1.31M Sell
36,090
-8,740
-19% -$293K 0.54% 42
2020
Q2 		$1.42M Sell
44,830
-6,710
-13% -$188K 0.63% 24
2020
Q1 		$1.22M Sell
51,540
-550
-1% -$15.5K 0.8% 34
2019
Q4 		$1.65M Buy
52,090
+670
+1% +$20.3K 0.92% 28
2019
Q3 		$1.42M Buy
+51,420
New +$1.46M 0.84% 43
2019
Q1 		– Sell
-217,820
Closed -$5.54M – 131
2018
Q4 		$5.54M Sell
217,820
-53,340
-20% -$1.26M 0.78% 42
2018
Q3 		$6.69M Buy
+271,160
New +$6.08M 0.93% 40

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

Steel Grove Capital Advisors's AVGO Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its Broadcom (AVGO) stake by 5.6% in Q2 2026, selling an estimated $130K and leaving 5,485 shares worth $2.07M. The position accounts for 0.19% of the portfolio, ranked #55.

Steel Grove Capital Advisors first reported a position in AVGO in Q3 2018 and has held it in 30 quarters since. The position peaked at $6.69M in Q3 2018. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Steel Grove Capital Advisors held 5,485 shares of Broadcom worth $2.07M as of Q2 2026.
  • Steel Grove Capital Advisors sold 325 Broadcom shares in Q2 2026, an estimated $130K.
  • Broadcom made up 0.19% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #55 holding.
  • Steel Grove Capital Advisors first reported a position in Broadcom in Q3 2018 and has held it in 30 quarters since.
  • Steel Grove Capital Advisors's Broadcom position peaked at $6.69M in Q3 2018.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.