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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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 $1.56T 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

Union Heritage Capital's AVGO Position: Q1 2026 in Review

Union Heritage Capital increased its Broadcom (AVGO) stake by 77% in Q1 2026, buying an estimated $2.9M and bringing the position to 20,200 shares worth $6.25M. The position accounts for 2.32% of the portfolio, ranked #16.

Union Heritage Capital first reported a position in AVGO in Q1 2025 and has held it in 5 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Union Heritage Capital held 20,200 shares of Broadcom worth $6.25M as of Q1 2026.
  • Union Heritage Capital bought 8,800 Broadcom shares in Q1 2026, an estimated $2.9M.
  • Broadcom made up 2.32% of Union Heritage Capital's portfolio in Q1 2026, its #16 holding.
  • Union Heritage Capital first reported a position in Broadcom in Q1 2025 and has held it in 5 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Union Heritage Capital's 13F filing for Q1 2026, filed 20 May 2026.