Tacita Capital’s Broadcom AVGO Stock Holding History

Tacita 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	$17K	Hold	45	–	–	0.01%	190
2026 Q1	$13.9K	Hold	45	–	–	0.01%	197
2025 Q4	$15.6K	Hold	45	–	–	0.01%	190
2025 Q3	$14.8K	Buy	+45	New	+$13.8K	0.01%	186
2024 Q1	–	Sell	-680	Closed	-$75.9K	–	217
2023 Q4	$75.9K	Sell	680 -300	-31%	-$28.4K	0.06%	111
2023 Q3	$81.4K	Sell	980 -170	-15%	-$14.7K	0.06%	112
2023 Q2	$100K	Hold	1,150	–	–	0.07%	98
2023 Q1	$74K	Buy	1,150 +300	+35%	+$18K	0.06%	105
2022 Q4	$48K	Hold	850	–	–	0.04%	135
2022 Q3	$38K	Hold	850	–	–	0.03%	140
2022 Q2	$41K	Sell	850 -250	-23%	-$14K	0.03%	146
2022 Q1	$69K	Hold	1,100	–	–	0.04%	121
2021 Q4	$73K	Hold	1,100	–	–	0.04%	111
2021 Q3	$53K	Hold	1,100	–	–	0.03%	130
2021 Q2	$52K	Hold	1,100	–	–	0.03%	142
2021 Q1	$51K	Sell	1,100 -250	-19%	-$11.6K	0.03%	148
2020 Q4	$59K	Buy	+1,350	New	+$52.6K	0.04%	139

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tacita Capital's AVGO Position: Q2 2026 in Review

Tacita Capital held its Broadcom (AVGO) position steady in Q2 2026 at 45 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #190.

Tacita Capital first reported a position in AVGO in Q4 2020 and has held it in 17 quarters since. The position peaked at $100K in Q2 2023. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Tacita Capital held 45 shares of Broadcom worth $17K as of Q2 2026.
Tacita Capital left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.01% of Tacita Capital's portfolio in Q2 2026, its #190 holding.
Tacita Capital first reported a position in Broadcom in Q4 2020 and has held it in 17 quarters since.
Tacita Capital's Broadcom position peaked at $100K in Q2 2023.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.