VCM
AVGO icon

Vivaldi Capital Management’s Broadcom AVGO Stock Holding History

Vivaldi 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
Q2 		– Sell
-5,507
Closed -$1.7M – 22
2026
Q1 		$1.7M Sell
5,507
-51
-0.9% -$16.8K 0.24% 79
2025
Q4 		$1.92M Sell
5,558
-34
-0.6% -$12.2K 0.26% 77
2025
Q3 		$1.84M Buy
5,592
+282
+5% +$86.5K 0.26% 84
2025
Q2 		$1.46M Buy
5,310
+306
+6% +$66.4K 0.22% 91
2025
Q1 		$838K Buy
5,004
+412
+9% +$87.2K 0.13% 113
2024
Q4 		$928K Buy
4,592
+939
+26% +$174K 0.14% 111
2024
Q3 		$630K Buy
3,653
+293
+9% +$47K 0.18% 95
2024
Q2 		$539K Buy
3,360
+470
+16% +$65.9K 0.15% 114
2024
Q1 		$385K Sell
2,890
-1,400
-33% -$173K 0.11% 145
2023
Q4 		$537K Buy
+4,290
New +$406K 0.16% 117

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

Vivaldi Capital Management's AVGO Position: Q2 2026 in Review

Vivaldi Capital Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 5,507 shares — an estimated $1.7M sold.

Vivaldi Capital Management first reported a position in AVGO in Q4 2023 and held it in 10 quarters. The position peaked at $1.92M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Vivaldi Capital Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 5,507 Broadcom shares in Q2 2026, an estimated $1.7M.
  • Vivaldi Capital Management first reported a position in Broadcom in Q4 2023 and held it in 10 quarters.
  • Vivaldi Capital Management's Broadcom position peaked at $1.92M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.