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Stone House Investment Management’s Broadcom AVGO Stock Holding History

Stone House Investment Management’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 		$87.6K Buy
232
+85
+58% +$34.1K 0.01% 169
2026
Q1 		$45.5K Buy
147
+28
+24% +$9.21K 0.01% 188
2025
Q4 		$41.2K Sell
119
-21
-15% -$7.51K 0.01% 182
2025
Q3 		$46.2K Buy
140
+120
+600% +$36.8K 0.01% 156
2025
Q2 		$5.51K Buy
+20
New +$4.34K ﹤0.01% 310
2024
Q3 		– Sell
-50
Closed -$8.03K – 384
2024
Q2 		$8.03K Buy
+50
New +$7.01K ﹤0.01% 241

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 $3.38T AUM 44.17% 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

Stone House Investment Management's AVGO Position: Q2 2026 in Review

Stone House Investment Management increased its Broadcom (AVGO) stake by 58% in Q2 2026, buying an estimated $34.1K and bringing the position to 232 shares worth $87.6K. The position accounts for 0.01% of the portfolio, ranked #169.

Stone House Investment Management first reported a position in AVGO in Q2 2024 and has held it in 6 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stone House Investment Management held 232 shares of Broadcom worth $87.6K as of Q2 2026.
  • Stone House Investment Management bought 85 Broadcom shares in Q2 2026, an estimated $34.1K.
  • Broadcom made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #169 holding.
  • Stone House Investment Management first reported a position in Broadcom in Q2 2024 and has held it in 6 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.