WPP
AVGO icon

Whalerock Point Partners’s Broadcom AVGO Stock Holding History

Whalerock Point Partners’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 		$3.89M Sell
10,310
-160
-2% -$64.2K 0.66% 32
2026
Q1 		$3.24M Buy
10,470
+1,025
+11% +$337K 0.63% 36
2025
Q4 		$3.27M Buy
9,445
+300
+3% +$107K 0.62% 36
2025
Q3 		$3.02M Sell
9,145
-5
-0.1% -$1.53K 0.61% 38
2025
Q2 		$2.52M Buy
9,150
+473
+5% +$103K 0.55% 41
2025
Q1 		$1.45M Buy
8,677
+1,450
+20% +$307K 0.34% 52
2024
Q4 		$1.68M Buy
7,227
+927
+15% +$171K 0.39% 48
2024
Q3 		$1.09M Buy
6,300
+2,340
+59% +$375K 0.26% 62
2024
Q2 		$636K Buy
3,960
+1,260
+47% +$177K 0.17% 83
2024
Q1 		$358K Sell
2,700
-210
-7% -$26K 0.1% 126
2023
Q4 		$325K Buy
+2,910
New +$276K 0.1% 122
2018
Q2 		– Sell
-11,500
Closed -$271K – 125
2018
Q1 		$271K Sell
11,500
-33,000
-74% -$831K 0.09% 156
2017
Q4 		$1.14M Buy
+44,500
New +$1.16M 0.36% 52
2015
Q4 		– Sell
-16,000
Closed -$200K – 144
2015
Q3 		$200K Buy
+16,000
New +$202K 0.09% 145

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

Whalerock Point Partners's AVGO Position: Q2 2026 in Review

Whalerock Point Partners reduced its Broadcom (AVGO) stake by 1.5% in Q2 2026, selling an estimated $64.2K and leaving 10,310 shares worth $3.89M. The position accounts for 0.66% of the portfolio, ranked #32.

Whalerock Point Partners first reported a position in AVGO in Q3 2015 and has held it in 14 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Whalerock Point Partners held 10,310 shares of Broadcom worth $3.89M as of Q2 2026.
  • Whalerock Point Partners sold 160 Broadcom shares in Q2 2026, an estimated $64.2K.
  • Broadcom made up 0.66% of Whalerock Point Partners's portfolio in Q2 2026, its #32 holding.
  • Whalerock Point Partners first reported a position in Broadcom in Q3 2015 and has held it in 14 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.