Virtue Capital Management
AVGO icon

Virtue Capital Management’s Broadcom AVGO Stock Holding History

Virtue 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
Q3 		$4.21M Buy
11,996
+266
+2% +$100K 0.55% 46
2026
Q2 		$4.43M Buy
11,730
+894
+8% +$358K 0.59% 42
2026
Q1 		$3.18M Sell
10,836
-330
-3% -$109K 0.48% 40
2025
Q4 		$3.88M Sell
11,166
-6,112
-35% -$2.19M 0.6% 30
2025
Q3 		$577K Buy
17,278
+12,215
+241% +$3.75M 0.09% 156
2025
Q2 		$1.4M Sell
5,063
-1,219
-19% -$265K 0.26% 61
2025
Q1 		$1.05M Buy
6,282
+3,291
+110% +$697K 0.12% 132
2024
Q4 		$693K Sell
2,991
-2,201
-42% -$407K 0.14% 115
2024
Q3 		$896K Sell
5,192
-238
-4% -$38.2K 0.18% 95
2024
Q2 		$888K Sell
5,430
-1,420
-21% -$199K 0.15% 122
2024
Q1 		$919K Buy
6,850
+160
+2% +$19.8K 0.17% 116
2023
Q4 		$700K Sell
6,690
-910
-12% -$86.2K 0.14% 142
2023
Q3 		$655K Hold
7,600
– – 0.11% 173
2023
Q2 		$655K Buy
7,600
+1,550
+26% +$111K 0.11% 173
2023
Q1 		$373K Buy
6,050
+1,350
+29% +$81.2K 0.06% 270
2022
Q4 		$263K Buy
+4,700
New +$236K 0.04% 308
2022
Q2 		– Sell
-7,520
Closed -$474K – 285
2022
Q1 		$474K Buy
7,520
+2,440
+48% +$145K 0.07% 278
2021
Q4 		$338K Sell
5,080
-230
-4% -$12.9K 0.05% 327
2021
Q3 		$257K Sell
5,310
-150
-3% -$7.3K 0.05% 337
2021
Q2 		$260K Buy
5,460
+190
+4% +$8.8K 0.05% 283
2021
Q1 		$244K Sell
5,270
-1,610
-23% -$74.5K 0.06% 259
2020
Q4 		$301K Sell
6,880
-3,160
-31% -$123K 0.07% 233
2020
Q3 		$366K Buy
10,040
+580
+6% +$19.4K 0.09% 213
2020
Q2 		$299K Buy
+9,460
New +$265K 0.07% 205
2019
Q4 		– Sell
-9,260
Closed -$256K – 242
2019
Q3 		$256K Sell
9,260
-140
-1% -$3.98K 0.08% 206
2019
Q2 		$271K Buy
+9,400
New +$274K 0.1% 176

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Virtue Capital Management's AVGO Position: Q3 2026 in Review

Virtue Capital Management increased its Broadcom (AVGO) stake by 2.3% in Q3 2026, buying an estimated $100K and bringing the position to 11,996 shares worth $4.21M. The position accounts for 0.55% of the portfolio, ranked #46.

Virtue Capital Management first reported a position in AVGO in Q2 2019 and has held it in 26 quarters since. The position peaked at $4.43M in Q2 2026. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Virtue Capital Management held 11,996 shares of Broadcom worth $4.21M as of Q3 2026.
  • Virtue Capital Management bought 266 Broadcom shares in Q3 2026, an estimated $100K.
  • Broadcom made up 0.55% of Virtue Capital Management's portfolio in Q3 2026, its #46 holding.
  • Virtue Capital Management first reported a position in Broadcom in Q2 2019 and has held it in 26 quarters since.
  • Virtue Capital Management's Broadcom position peaked at $4.43M in Q2 2026.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Virtue Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.