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TruNorth Capital Management’s Broadcom AVGO Stock Holding History

TruNorth Capital Management’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 		$716K Hold
1,895
– – 0.12% 58
2026
Q1 		$587K Sell
1,895
-178
-9% -$58.6K 0.11% 54
2025
Q4 		$717K Buy
2,073
+1,428
+221% +$511K 0.14% 52
2025
Q3 		$213K Buy
645
+223
+53% +$68.4K 0.04% 91
2025
Q2 		$116K Sell
422
-810
-66% -$176K 0.03% 109
2025
Q1 		$206K Buy
1,232
+1,172
+1,953% +$248K 0.05% 97
2024
Q4 		$13.9K Hold
60
– – ﹤0.01% 256
2024
Q3 		$10.3K Buy
60
+40
+200% +$6.41K ﹤0.01% 278
2024
Q2 		$3.21K Sell
20
-80
-80% -$11.2K ﹤0.01% 298
2024
Q1 		$13.3K Buy
+100
New +$12.4K ﹤0.01% 168

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

TruNorth Capital Management's AVGO Position: Q2 2026 in Review

TruNorth Capital Management held its Broadcom (AVGO) position steady in Q2 2026 at 1,895 shares worth $716K. The position accounts for 0.12% of the portfolio, ranked #58.

TruNorth Capital Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $717K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • TruNorth Capital Management held 1,895 shares of Broadcom worth $716K as of Q2 2026.
  • TruNorth Capital Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.12% of TruNorth Capital Management's portfolio in Q2 2026, its #58 holding.
  • TruNorth Capital Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • TruNorth Capital Management's Broadcom position peaked at $717K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.