Tuttle Capital Management’s Broadcom AVGO Stock Holding History

Tuttle 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 Q1	$764K	Buy	2,467 +240	+11%	+$79K	1.26%	22
2025 Q4	$771K	Sell	2,227 -134	-6%	-$47.9K	1.7%	13
2025 Q3	$779K	Hold	2,361	–	–	2.95%	7
2025 Q2	$651K	Buy	+2,361	New	+$513K	2.69%	18
2020 Q3	–	Sell	-12,230	Closed	-$386K	–	136
2020 Q2	$386K	Buy	+12,230	New	+$342K	0.28%	90
2020 Q1	–	Sell	-31,630	Closed	-$1M	–	73
2019 Q4	$1M	Buy	+31,630	New	+$960K	0.38%	57
2019 Q2	–	Sell	-95,970	Closed	-$2.89M	–	95
2019 Q1	$2.89M	Buy	+95,970	New	+$2.6M	0.58%	51
2018 Q3	–	Sell	-41,620	Closed	-$1.01M	–	132
2018 Q2	$1.01M	Sell	41,620 -28,620	-41%	-$702K	0.68%	47
2018 Q1	$1.66M	Buy	70,240 +15,180	+28%	+$382K	1.33%	27
2017 Q4	$1.41M	Sell	55,060 -1,860	-3%	-$48.4K	1.72%	23
2017 Q3	$1.38M	Buy	56,920 +38,430	+208%	+$950K	1.36%	22
2017 Q2	$431K	Buy	+18,490	New	+$429K	0.33%	57
2016 Q3	–	Sell	-6,930	Closed	-$108K	–	68
2016 Q2	$108K	Buy	+6,930	New	+$106K	0.1%	49

Other funds holding AVGO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return