WBC
AVGO icon

West Branch Capital’s Broadcom AVGO Stock Holding History

West Branch 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 		$12.1M Sell
31,925
-176
-0.5% -$70.6K 2.8% 8
2026
Q1 		$9.94M Buy
32,101
+226
+0.7% +$74.4K 2.66% 9
2025
Q4 		$11M Buy
31,875
+163
+0.5% +$58.3K 2.84% 8
2025
Q3 		$10.5M Buy
31,712
+167
+0.5% +$51.2K 2.75% 10
2025
Q2 		$8.7M Buy
31,545
+853
+3% +$185K 2.57% 11
2025
Q1 		$5.14M Buy
30,692
+2,779
+10% +$588K 1.71% 17
2024
Q4 		$6.47M Buy
27,913
+2,495
+10% +$461K 2.06% 10
2024
Q3 		$4.38M Buy
25,418
+1,588
+7% +$255K 1.52% 17
2024
Q2 		$3.83M Buy
23,830
+750
+3% +$105K 1.42% 18
2024
Q1 		$3.06M Buy
23,080
+1,810
+9% +$224K 1.23% 20
2023
Q4 		$2.37M Buy
21,270
+2,370
+13% +$224K 1.12% 19
2023
Q3 		$1.57M Buy
18,900
+10
+0.1% +$867 0.82% 29
2023
Q2 		$1.64M Buy
18,890
+850
+5% +$60.6K 0.82% 28
2023
Q1 		$1.16M Buy
+18,040
New +$1.09M 0.64% 32
2022
Q1 		– Sell
-20,270
Closed -$1.35M – 427
2021
Q4 		$1.35M Buy
20,270
+1,320
+7% +$74.2K 0.57% 41
2021
Q3 		$919K Buy
18,950
+280
+1% +$13.6K 0.44% 46
2021
Q2 		$890K Buy
18,670
+1,940
+12% +$89.9K 0.44% 46
2021
Q1 		$776K Buy
16,730
+890
+6% +$41.2K 0.45% 49
2020
Q4 		$693K Buy
+15,840
New +$618K 0.41% 50

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

West Branch Capital's AVGO Position: Q2 2026 in Review

West Branch Capital reduced its Broadcom (AVGO) stake by 0.55% in Q2 2026, selling an estimated $70.6K and leaving 31,925 shares worth $12.1M. The position accounts for 2.8% of the portfolio, ranked #8.

West Branch Capital first reported a position in AVGO in Q4 2020 and has held it in 19 quarters since. 2,264 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • West Branch Capital held 31,925 shares of Broadcom worth $12.1M as of Q2 2026.
  • West Branch Capital sold 176 Broadcom shares in Q2 2026, an estimated $70.6K.
  • Broadcom made up 2.8% of West Branch Capital's portfolio in Q2 2026, its #8 holding.
  • West Branch Capital first reported a position in Broadcom in Q4 2020 and has held it in 19 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.