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Swan Capital’s Broadcom AVGO Stock Holding History

Swan 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 		$94K Sell
249
-135
-35% -$54.1K 0.03% 64
2026
Q1 		$119K Buy
384
+308
+405% +$101K 0.04% 50
2025
Q4 		$26.4K Buy
76
+55
+262% +$19.7K 0.01% 112
2025
Q3 		$6.93K Sell
21
-22
-51% -$6.75K ﹤0.01% 189
2025
Q2 		$11.9K Sell
43
-78
-64% -$16.9K 0.01% 145
2025
Q1 		$20.3K Buy
121
+100
+476% +$21.2K 0.01% 100
2024
Q4 		$4.87K Buy
+21
New +$3.88K ﹤0.01% 174

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

Swan Capital's AVGO Position: Q2 2026 in Review

Swan Capital reduced its Broadcom (AVGO) stake by 35% in Q2 2026, selling an estimated $54.1K and leaving 249 shares worth $94K. The position accounts for 0.03% of the portfolio, ranked #64.

Swan Capital first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Swan Capital held 249 shares of Broadcom worth $94K as of Q2 2026.
  • Swan Capital sold 135 Broadcom shares in Q2 2026, an estimated $54.1K.
  • Broadcom made up 0.03% of Swan Capital's portfolio in Q2 2026, its #64 holding.
  • Swan Capital first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Swan Capital's Broadcom position peaked at $119K in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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