AWA
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Arkadios Wealth Advisors’s Broadcom AVGO Stock Holding History

Arkadios 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
2025
Q4 		– Sell
-100
Closed -$33K – 1570
2025
Q3 		$33K Buy
+100
New +$30.7K ﹤0.01% 1446

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

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

Arkadios Wealth Advisors increased its Broadcom (AVGO) stake by 4.9% in Q1 2026, buying an estimated $2.24M and bringing the position to 144,888 shares worth $44.8M. The position accounts for 0.73% of the portfolio, ranked #17.

Arkadios Wealth Advisors first reported a position in AVGO in Q4 2019 and has held it in 26 quarters since. The position peaked at $47.8M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Arkadios Wealth Advisors held 144,888 shares of Broadcom worth $44.8M as of Q1 2026.
  • Arkadios Wealth Advisors bought 6,822 Broadcom shares in Q1 2026, an estimated $2.24M.
  • Broadcom made up 0.73% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • Arkadios Wealth Advisors first reported a position in Broadcom in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Broadcom position peaked at $47.8M in Q4 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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