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Stony Point Capital’s Broadcom AVGO Stock Holding History

Stony Point Capital’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 		$82.4M Buy
218,203
+7,170
+3% +$2.87M 5.35% 6
2026
Q1 		$65.3M Sell
211,033
-1,087
-0.5% -$358K 5.25% 7
2025
Q4 		$73.4M Buy
212,120
+5,432
+3% +$1.94M 5.39% 7
2025
Q3 		$68.2M Buy
206,688
+9,009
+5% +$2.76M 4.78% 9
2025
Q2 		$54.5M Buy
197,679
+36,913
+23% +$8.02M 4.13% 15
2025
Q1 		$26.9M Buy
160,766
+103,568
+181% +$21.9M 2.77% 15
2024
Q4 		$13.3M Hold
57,198
– – 2.73% 11
2024
Q3 		$9.87M Buy
57,198
+1,368
+2% +$219K 2.36% 19
2024
Q2 		$8.96M Buy
+55,830
New +$7.82M 2.3% 17

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

Stony Point Capital's AVGO Position: Q2 2026 in Review

Stony Point Capital increased its Broadcom (AVGO) stake by 3.4% in Q2 2026, buying an estimated $2.87M and bringing the position to 218,203 shares worth $82.4M. The position accounts for 5.35% of the portfolio, ranked #6.

Stony Point Capital first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stony Point Capital held 218,203 shares of Broadcom worth $82.4M as of Q2 2026.
  • Stony Point Capital bought 7,170 Broadcom shares in Q2 2026, an estimated $2.87M.
  • Broadcom made up 5.35% of Stony Point Capital's portfolio in Q2 2026, its #6 holding.
  • Stony Point Capital first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stony Point Capital's 13F filing for Q2 2026, filed 13 Aug 2026.