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AGH Wealth Advisors’s Broadcom AVGO Stock Holding History

AGH 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 		$2.88M Buy
9,319
+484
+5% +$159K 2.12% 11
2025
Q4 		$3.06M Sell
8,835
-170
-2% -$60.8K 2.3% 11
2025
Q3 		$2.97M Sell
9,005
-341
-4% -$105K 2.18% 12
2025
Q2 		$2.58M Buy
9,346
+266
+3% +$57.8K 2.12% 13
2025
Q1 		$1.52M Sell
9,080
-392
-4% -$83K 1.47% 16
2024
Q4 		$2.2M Buy
+9,472
New +$1.75M 2.04% 13

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AGH Wealth Advisors increased its Broadcom (AVGO) stake by 5.5% in Q1 2026, buying an estimated $159K and bringing the position to 9,319 shares worth $2.88M. The position accounts for 2.12% of the portfolio, ranked #11.

AGH Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.06M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • AGH Wealth Advisors held 9,319 shares of Broadcom worth $2.88M as of Q1 2026.
  • AGH Wealth Advisors bought 484 Broadcom shares in Q1 2026, an estimated $159K.
  • Broadcom made up 2.12% of AGH Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • AGH Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Broadcom position peaked at $3.06M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.