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Ariadne Wealth Management’s Broadcom AVGO Stock Holding History

Ariadne Wealth Management’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 		$2.94M Sell
9,489
-27
-0.3% -$8.88K 1.32% 16
2025
Q4 		$3.15M Sell
9,516
-254
-3% -$90.8K 1.3% 18
2025
Q3 		$3.32M Sell
9,770
-570
-6% -$175K 1.49% 15
2025
Q2 		$3.2M Buy
10,340
+203
+2% +$44.1K 1.53% 16
2025
Q1 		$2.11M Buy
10,137
+277
+3% +$58.6K 1.1% 18
2024
Q4 		$2.32M Buy
9,860
+667
+7% +$123K 1.06% 21
2024
Q3 		$1.69M Buy
+9,193
New +$1.47M 0.92% 26

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

Ariadne Wealth Management's AVGO Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Broadcom (AVGO) stake by 0.28% in Q1 2026, selling an estimated $8.88K and leaving 9,489 shares worth $2.94M. The position accounts for 1.32% of the portfolio, ranked #16.

Ariadne Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.32M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Ariadne Wealth Management held 9,489 shares of Broadcom worth $2.94M as of Q1 2026.
  • Ariadne Wealth Management sold 27 Broadcom shares in Q1 2026, an estimated $8.88K.
  • Broadcom made up 1.32% of Ariadne Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Ariadne Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • Ariadne Wealth Management's Broadcom position peaked at $3.32M in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.