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Trifecta Capital Advisors’s Broadcom AVGO Stock Holding History

Trifecta Capital 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 		$17.9M Buy
47,362
+547
+1% +$219K 2.3% 17
2026
Q1 		$14.5M Buy
46,815
+402
+0.9% +$132K 2.24% 14
2025
Q4 		$16.1M Buy
46,413
+1,118
+2% +$400K 2.38% 12
2025
Q3 		$14.9M Buy
45,295
+1,395
+3% +$428K 2.27% 14
2025
Q2 		$12.1M Buy
43,900
+4,277
+11% +$929K 2.01% 15
2025
Q1 		$6.63M Buy
39,623
+2,795
+8% +$592K 1.39% 24
2024
Q4 		$8.54M Buy
36,828
+1,232
+3% +$228K 1.69% 16
2024
Q3 		$6.14M Buy
35,596
+1,186
+3% +$190K 1.29% 24
2024
Q2 		$5.53M Buy
34,410
+3,070
+10% +$430K 1.22% 24
2024
Q1 		$4.15M Buy
31,340
+4,310
+16% +$534K 1.01% 30
2023
Q4 		$3.02M Buy
27,030
+23,680
+707% +$2.24M 0.83% 35
2023
Q3 		$278K Buy
3,350
+530
+19% +$45.9K 0.09% 74
2023
Q2 		$245K Sell
2,820
-400
-12% -$28.5K 0.08% 79
2023
Q1 		$207K Hold
3,220
– – 0.07% 83
2022
Q4 		$180K Buy
+3,220
New +$161K 0.07% 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

Trifecta Capital Advisors's AVGO Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $219K and bringing the position to 47,362 shares worth $17.9M. The position accounts for 2.3% of the portfolio, ranked #17.

Trifecta Capital Advisors first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,844 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Trifecta Capital Advisors held 47,362 shares of Broadcom worth $17.9M as of Q2 2026.
  • Trifecta Capital Advisors bought 547 Broadcom shares in Q2 2026, an estimated $219K.
  • Broadcom made up 2.3% of Trifecta Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Trifecta Capital Advisors first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,844 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.