UHC
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
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 $6.73T 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

Union Heritage Capital's AVGO Position: Q2 2026 in Review

Union Heritage Capital held its Broadcom (AVGO) position steady in Q2 2026 at 20,200 shares worth $7.63M. The position accounts for 2.59% of the portfolio, ranked #13.

Union Heritage Capital first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Union Heritage Capital held 20,200 shares of Broadcom worth $7.63M as of Q2 2026.
  • Union Heritage Capital left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 2.59% of Union Heritage Capital's portfolio in Q2 2026, its #13 holding.
  • Union Heritage Capital first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.