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AssuredPartners Investment Advisors’s Broadcom AVGO Stock Holding History

AssuredPartners Investment 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 		$7.6M Buy
24,181
+4,883
+25% +$1.61M 0.83% 25
2025
Q4 		$6.68M Buy
19,298
+1,744
+10% +$624K 0.99% 23
2025
Q3 		$5.79M Sell
17,554
-50
-0.3% -$15.3K 1.29% 21
2025
Q2 		$4.85M Sell
17,604
-5,314
-23% -$1.15M 1.19% 25
2025
Q1 		$3.84M Buy
22,918
+1,317
+6% +$279K 0.74% 31
2024
Q4 		$5.01M Buy
+21,601
New +$4M 0.98% 19

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

AssuredPartners Investment Advisors's AVGO Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Broadcom (AVGO) stake by 25% in Q1 2026, buying an estimated $1.61M and bringing the position to 24,181 shares worth $7.6M. The position accounts for 0.83% of the portfolio, ranked #25.

AssuredPartners Investment Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • AssuredPartners Investment Advisors held 24,181 shares of Broadcom worth $7.6M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 4,883 Broadcom shares in Q1 2026, an estimated $1.61M.
  • Broadcom made up 0.83% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • AssuredPartners Investment Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.