Union Heritage Capital
AVGO icon

Union Heritage Capital’s Broadcom AVGO Stock Holding History

Union Heritage 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
Q3 		$6.23M Sell
17,736
-2,464
-12% -$928K 2.2% 15
2026
Q2 		$7.63M Hold
20,200
– – 2.59% 13
2026
Q1 		$6.25M Buy
20,200
+8,800
+77% +$2.9M 2.32% 16
2025
Q4 		$3.95M Hold
11,400
– – 1.34% 27
2025
Q3 		$3.76M Hold
11,400
– – 1.22% 29
2025
Q2 		$3.14M Hold
11,400
– – 1.09% 33
2025
Q1 		$1.91M Buy
+11,400
New +$2.41M 0.71% 44

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Union Heritage Capital's AVGO Position: Q3 2026 in Review

Union Heritage Capital reduced its Broadcom (AVGO) stake by 12% in Q3 2026, selling an estimated $928K and leaving 17,736 shares worth $6.23M. The position accounts for 2.2% of the portfolio, ranked #15.

Union Heritage Capital first reported a position in AVGO in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.63M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Union Heritage Capital held 17,736 shares of Broadcom worth $6.23M as of Q3 2026.
  • Union Heritage Capital sold 2,464 Broadcom shares in Q3 2026, an estimated $928K.
  • Broadcom made up 2.2% of Union Heritage Capital's portfolio in Q3 2026, its #15 holding.
  • Union Heritage Capital first reported a position in Broadcom in Q1 2025 and has held it in 7 quarters since.
  • Union Heritage Capital's Broadcom position peaked at $7.63M in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Union Heritage Capital's 13F filing for Q3 2026, filed 12 Nov 2026.