ZEGA Investments’s Broadcom AVGO Stock Holding History

ZEGA Investments’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	$151K	Hold	400	–	–	0.02%	295
2026 Q1	$124K	Buy	+400	New	+$132K	0.01%	282

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ZEGA Investments's AVGO Position: Q2 2026 in Review

ZEGA Investments reduced its Broadcom (AVGO) stake by 4.1% in Q2 2026, selling an estimated $158K and leaving 9,303 shares worth $3.51M. The position accounts for 0.36% of the portfolio, ranked #37.

ZEGA Investments first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,863 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

ZEGA Investments held 9,303 shares of Broadcom worth $3.51M as of Q2 2026.
ZEGA Investments sold 393 Broadcom shares in Q2 2026, an estimated $158K.
Broadcom made up 0.36% of ZEGA Investments's portfolio in Q2 2026, its #37 holding.
ZEGA Investments first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
4,863 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.