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Aspiriant LLC’s Broadcom AVGO Stock Holding History

Aspiriant LLC’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 		$3.23M Sell
10,420
-1,596
-13% -$525K 0.09% 88
2025
Q4 		$4.16M Buy
12,016
+1,872
+18% +$669K 0.12% 78
2025
Q3 		$3.35M Sell
10,144
-936
-8% -$287K 0.1% 82
2025
Q2 		$3.05M Buy
11,080
+735
+7% +$160K 0.1% 85
2025
Q1 		$1.73M Sell
10,345
-1,132
-10% -$240K 0.06% 102
2024
Q4 		$2.66M Buy
11,477
+672
+6% +$124K 0.1% 83
2024
Q3 		$1.86M Buy
10,805
+2,525
+30% +$405K 0.07% 97
2024
Q2 		$1.33M Sell
8,280
-2,540
-23% -$356K 0.05% 119
2024
Q1 		$1.43M Buy
10,820
+580
+6% +$71.9K 0.06% 117
2023
Q4 		$1.14M Sell
10,240
-140
-1% -$13.3K 0.05% 136
2023
Q3 		$862K Buy
10,380
+1,820
+21% +$158K 0.04% 146
2023
Q2 		$743K Buy
8,560
+1,000
+13% +$71.3K 0.04% 152
2023
Q1 		$485K Buy
7,560
+190
+3% +$11.4K 0.03% 179
2022
Q4 		$412K Buy
7,370
+410
+6% +$20.6K 0.02% 191
2022
Q3 		$308K Buy
6,960
+430
+7% +$22K 0.02% 208
2022
Q2 		$317K Sell
6,530
-540
-8% -$30.3K 0.02% 206
2022
Q1 		$444K Sell
7,070
-50
-0.7% -$2.97K 0.02% 184
2021
Q4 		$474K Buy
7,120
+560
+9% +$31.5K 0.03% 178
2021
Q3 		$318K Sell
6,560
-510
-7% -$24.8K 0.02% 190
2021
Q2 		$338K Buy
7,070
+590
+9% +$27.3K 0.02% 189
2021
Q1 		$300K Sell
6,480
-20
-0.3% -$925 0.02% 179
2020
Q4 		$284K Buy
6,500
+270
+4% +$10.5K 0.02% 176
2020
Q3 		$227K Buy
+6,230
New +$209K 0.02% 201

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

Aspiriant LLC's AVGO Position: Q1 2026 in Review

Aspiriant LLC reduced its Broadcom (AVGO) stake by 13% in Q1 2026, selling an estimated $525K and leaving 10,420 shares worth $3.23M. The position accounts for 0.09% of the portfolio, ranked #88.

Aspiriant LLC first reported a position in AVGO in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.16M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Aspiriant LLC held 10,420 shares of Broadcom worth $3.23M as of Q1 2026.
  • Aspiriant LLC sold 1,596 Broadcom shares in Q1 2026, an estimated $525K.
  • Broadcom made up 0.09% of Aspiriant LLC's portfolio in Q1 2026, its #88 holding.
  • Aspiriant LLC first reported a position in Broadcom in Q3 2020 and has held it in 23 quarters since.
  • Aspiriant LLC's Broadcom position peaked at $4.16M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.