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AVGO icon

Waterloo Capital’s Broadcom AVGO Stock Holding History

Waterloo 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 		$20.8M Buy
54,944
+8,827
+19% +$3.54M 1.17% 17
2026
Q1 		$14.3M Sell
46,117
-2,283
-5% -$751K 1% 21
2025
Q4 		$16.8M Buy
48,400
+448
+0.9% +$160K 1.21% 20
2025
Q3 		$15.8M Sell
47,952
-409
-0.8% -$125K 1.18% 19
2025
Q2 		$13.3M Buy
48,361
+3,180
+7% +$691K 1.08% 21
2025
Q1 		$7.56M Sell
45,181
-1,289
-3% -$273K 0.7% 38
2024
Q4 		$10.8M Sell
46,470
-2,453
-5% -$454K 1.14% 22
2024
Q3 		$8.44M Sell
48,923
-6,807
-12% -$1.09M 0.92% 29
2024
Q2 		$8.95M Buy
55,730
+30
+0.1% +$4.2K 1.07% 23
2024
Q1 		$7.38M Buy
55,700
+880
+2% +$109K 0.94% 30
2023
Q4 		$6.12M Buy
54,820
+36,410
+198% +$3.45M 0.99% 25
2023
Q3 		$1.53M Buy
18,410
+1,270
+7% +$110K 0.45% 47
2023
Q2 		$1.49M Buy
17,140
+290
+2% +$20.7K 0.44% 44
2023
Q1 		$1.08M Buy
+16,850
New +$1.01M 0.33% 53
2020
Q1 		$240K Buy
+10,120
New +$285K 0.17% 128

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

Waterloo Capital's AVGO Position: Q2 2026 in Review

Waterloo Capital increased its Broadcom (AVGO) stake by 19% in Q2 2026, buying an estimated $3.54M and bringing the position to 54,944 shares worth $20.8M. The position accounts for 1.17% of the portfolio, ranked #17.

Waterloo Capital first reported a position in AVGO in Q1 2020 and has held it in 15 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Waterloo Capital held 54,944 shares of Broadcom worth $20.8M as of Q2 2026.
  • Waterloo Capital bought 8,827 Broadcom shares in Q2 2026, an estimated $3.54M.
  • Broadcom made up 1.17% of Waterloo Capital's portfolio in Q2 2026, its #17 holding.
  • Waterloo Capital first reported a position in Broadcom in Q1 2020 and has held it in 15 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.