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Trail Ridge Investment Advisors’s Broadcom AVGO Stock Holding History

Trail Ridge Investment Advisors’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 		$1.83M Sell
4,855
-199
-4% -$79.8K 0.77% 29
2026
Q1 		$1.56M Buy
5,054
+44
+0.9% +$14.5K 0.68% 38
2025
Q4 		$1.73M Buy
5,010
+156
+3% +$55.8K 0.75% 33
2025
Q3 		$1.6M Buy
4,854
+247
+5% +$75.8K 0.72% 34
2025
Q2 		$1.35M Sell
4,607
-52
-1% -$11.3K 0.65% 40
2025
Q1 		$780K Sell
4,659
-1,511
-24% -$320K 0.4% 52
2024
Q4 		$1.43M Buy
6,170
+307
+5% +$56.8K 0.68% 40
2024
Q3 		$1.02M Sell
5,863
-227
-4% -$36.4K 0.48% 51
2024
Q2 		$978K Buy
6,090
+1,360
+29% +$191K 0.51% 48
2024
Q1 		$627K Sell
4,730
-450
-9% -$55.8K 0.35% 60
2023
Q4 		$578K Sell
5,180
-120
-2% -$11.4K 0.35% 59
2023
Q3 		$440K Sell
5,300
-170
-3% -$14.7K 0.3% 69
2023
Q2 		$474K Sell
5,470
-290
-5% -$20.7K 0.29% 69
2023
Q1 		$370K Sell
5,760
-860
-13% -$51.7K 0.24% 89
2022
Q4 		$370K Buy
6,620
+100
+2% +$5.01K 0.25% 90
2022
Q3 		$338K Sell
6,520
-1,780
-21% -$90.9K 0.22% 100
2022
Q2 		$403K Buy
8,300
+130
+2% +$7.3K 0.27% 96
2022
Q1 		$514K Buy
+8,170
New +$485K 0.32% 88

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

Trail Ridge Investment Advisors's AVGO Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Broadcom (AVGO) stake by 3.9% in Q2 2026, selling an estimated $79.8K and leaving 4,855 shares worth $1.83M. The position accounts for 0.77% of the portfolio, ranked #29.

Trail Ridge Investment Advisors first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Trail Ridge Investment Advisors held 4,855 shares of Broadcom worth $1.83M as of Q2 2026.
  • Trail Ridge Investment Advisors sold 199 Broadcom shares in Q2 2026, an estimated $79.8K.
  • Broadcom made up 0.77% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Trail Ridge Investment Advisors first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.