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United Capital Management of KS’s Broadcom AVGO Stock Holding History

United Capital Management of KS’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 		$8.85M Sell
23,434
-727
-3% -$291K 1.16% 36
2026
Q1 		$7.48M Sell
24,161
-598
-2% -$197K 1.13% 35
2025
Q4 		$8.57M Sell
24,759
-505
-2% -$181K 1.2% 31
2025
Q3 		$8.33M Sell
25,264
-937
-4% -$287K 1.13% 32
2025
Q2 		$7.22M Sell
26,201
-2,110
-7% -$458K 1.13% 31
2025
Q1 		$4.74M Sell
28,311
-1,136
-4% -$240K 0.98% 37
2024
Q4 		$6.83M Sell
29,447
-2,101
-7% -$389K 1.24% 27
2024
Q3 		$5.44M Sell
31,548
-392
-1% -$62.8K 1.18% 30
2024
Q2 		$5.13M Sell
31,940
-1,000
-3% -$140K 1.13% 33
2024
Q1 		$4.37M Sell
32,940
-710
-2% -$88K 1% 35
2023
Q4 		$3.76M Sell
33,650
-910
-3% -$86.2K 1.14% 37
2023
Q3 		$2.87M Sell
34,560
-360
-1% -$31.2K 0.98% 41
2023
Q2 		$3.03M Sell
34,920
-60
-0.2% -$4.28K 0.97% 41
2023
Q1 		$2.24M Buy
34,980
+1,440
+4% +$86.6K 0.84% 44
2022
Q4 		$1.88M Buy
33,540
+2,060
+7% +$103K 0.77% 48
2022
Q3 		$1.4M Buy
31,480
+230
+0.7% +$11.8K 0.65% 52
2022
Q2 		$1.52M Buy
31,250
+240
+0.8% +$13.5K 0.71% 49
2022
Q1 		$1.95M Buy
31,010
+1,060
+4% +$63K 0.76% 49
2021
Q4 		$1.99M Buy
29,950
+1,580
+6% +$88.8K 0.74% 50
2021
Q3 		$1.38M Buy
28,370
+2,210
+8% +$107K 0.56% 54
2021
Q2 		$1.25M Buy
26,160
+2,580
+11% +$120K 0.51% 55
2021
Q1 		$1.09M Buy
23,580
+2,350
+11% +$109K 0.5% 55
2020
Q4 		$930K Buy
21,230
+2,550
+14% +$99.4K 0.42% 57
2020
Q3 		$680K Buy
18,680
+1,910
+11% +$64K 0.36% 66
2020
Q2 		$529K Buy
16,770
+2,970
+22% +$83.1K 0.31% 67
2020
Q1 		$327K Buy
+13,800
New +$389K 0.28% 63

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

United Capital Management of KS's AVGO Position: Q2 2026 in Review

United Capital Management of KS reduced its Broadcom (AVGO) stake by 3% in Q2 2026, selling an estimated $291K and leaving 23,434 shares worth $8.85M. The position accounts for 1.16% of the portfolio, ranked #36.

United Capital Management of KS first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • United Capital Management of KS held 23,434 shares of Broadcom worth $8.85M as of Q2 2026.
  • United Capital Management of KS sold 727 Broadcom shares in Q2 2026, an estimated $291K.
  • Broadcom made up 1.16% of United Capital Management of KS's portfolio in Q2 2026, its #36 holding.
  • United Capital Management of KS first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.