Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$77.8K Sell
206
-99
-32% -$39.7K 0.02% 162
2026
Q1
$94.4K Buy
305
+153
+101% +$50.3K 0.03% 154
2025
Q4
$52.6K Buy
152
+70
+85% +$25K 0.02% 180
2025
Q3
$27.1K Buy
82
+3
+4% +$920 0.01% 230
2025
Q2
$21.8K Hold
79
0.01% 231
2025
Q1
$13.2K Buy
+79
New +$16.7K ﹤0.01% 229
2024
Q4
Sell
-250
Closed -$43.1K 277
2024
Q3
$43.1K Buy
+250
New +$40.1K 0.01% 183

Other funds holding AVGO

Steph & Co's AVGO Position: Q2 2026 in Review

Steph & Co reduced its Broadcom (AVGO) stake by 32% in Q2 2026, selling an estimated $39.7K and leaving 206 shares worth $77.8K. The position accounts for 0.02% of the portfolio, ranked #162.

Steph & Co first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $94.4K in Q1 2026. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Steph & Co held 206 shares of Broadcom worth $77.8K as of Q2 2026.
  • Steph & Co sold 99 Broadcom shares in Q2 2026, an estimated $39.7K.
  • Broadcom made up 0.02% of Steph & Co's portfolio in Q2 2026, its #162 holding.
  • Steph & Co first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • Steph & Co's Broadcom position peaked at $94.4K in Q1 2026.
  • 2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.