Acorn Wealth Advisors’s Broadcom AVGO Stock Holding History

Acorn Wealth Advisors’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 Q1	$2.52M	Buy	8,149 +28	+0.3%	+$9.21K	0.74%	37
2025 Q4	$2.81M	Sell	8,121 -662	-8%	-$237K	0.84%	32
2025 Q3	$2.9M	Buy	8,783 +6,484	+282%	+$1.99M	0.91%	26
2025 Q2	$634K	Sell	2,299 -213	-8%	-$46.3K	0.24%	89
2025 Q1	$421K	Buy	2,512 +212	+9%	+$44.9K	0.18%	122
2024 Q4	$533K	Buy	2,300 +81	+4%	+$15K	0.22%	95
2024 Q3	$383K	Buy	2,219 +569	+34%	+$91.2K	0.16%	128
2024 Q2	$265K	Buy	+1,650	New	+$231K	0.13%	160
2018 Q2	–	Sell	-80	Closed	-$2K	–	542
2018 Q1	$2K	Hold	80	–	–	﹤0.01%	710
2017 Q4	$2K	Buy	+80	New	+$2.08K	﹤0.01%	684

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Acorn Wealth Advisors's AVGO Position: Q1 2026 in Review

Acorn Wealth Advisors increased its Broadcom (AVGO) stake by 0.34% in Q1 2026, buying an estimated $9.21K and bringing the position to 8,149 shares worth $2.52M. The position accounts for 0.74% of the portfolio, ranked #37.

Acorn Wealth Advisors first reported a position in AVGO in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.9M in Q3 2025. 4,661 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Acorn Wealth Advisors held 8,149 shares of Broadcom worth $2.52M as of Q1 2026.
Acorn Wealth Advisors bought 28 Broadcom shares in Q1 2026, an estimated $9.21K.
Broadcom made up 0.74% of Acorn Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Acorn Wealth Advisors first reported a position in Broadcom in Q4 2017 and has held it in 10 quarters since.
Acorn Wealth Advisors's Broadcom position peaked at $2.9M in Q3 2025.
4,661 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.