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Atria Investments’s Broadcom AVGO Stock Holding History

Atria Investments’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 		$76.1M Sell
245,852
-21,040
-8% -$6.92M 0.85% 16
2025
Q4 		$92.4M Sell
266,892
-8,975
-3% -$3.21M 1.05% 10
2025
Q3 		$91M Buy
275,867
+13,794
+5% +$4.23M 1.04% 8
2025
Q2 		$72.2M Buy
262,073
+4,099
+2% +$890K 0.85% 12
2025
Q1 		$43.2M Sell
257,974
-16,330
-6% -$3.46M 0.55% 24
2024
Q4 		$63.6M Sell
274,304
-22,810
-8% -$4.22M 0.79% 14
2024
Q3 		$51.3M Sell
297,114
-1,006
-0.3% -$161K 0.64% 20
2024
Q2 		$47.9M Buy
298,120
+16,290
+6% +$2.28M 0.62% 21
2024
Q1 		$37.4M Sell
281,830
-17,560
-6% -$2.18M 0.51% 30
2023
Q4 		$33.4M Buy
299,390
+2,950
+1% +$279K 0.52% 34
2023
Q3 		$24.6M Sell
296,440
-21,320
-7% -$1.85M 0.44% 41
2023
Q2 		$27.6M Sell
317,760
-33,270
-9% -$2.37M 0.5% 36
2023
Q1 		$22.5M Buy
351,030
+6,640
+2% +$399K 0.43% 45
2022
Q4 		$19.3M Buy
344,390
+940
+0.3% +$47.1K 0.39% 44
2022
Q3 		$15.3M Sell
343,450
-13,550
-4% -$692K 0.34% 61
2022
Q2 		$17.3M Buy
357,000
+110
+0% +$6.17K 0.36% 48
2022
Q1 		$22.5M Sell
356,890
-9,810
-3% -$583K 0.39% 47
2021
Q4 		$24.4M Sell
366,700
-14,290
-4% -$803K 0.43% 45
2021
Q3 		$18.5M Buy
380,990
+43,570
+13% +$2.12M 0.33% 58
2021
Q2 		$16.1M Buy
337,420
+64,380
+24% +$2.98M 0.31% 63
2021
Q1 		$12.7M Buy
273,040
+19,720
+8% +$912K 0.28% 74
2020
Q4 		$11.1M Buy
253,320
+25,000
+11% +$975K 0.27% 84
2020
Q3 		$8.32M Sell
228,320
-31,790
-12% -$1.06M 0.25% 94
2020
Q2 		$8.21M Buy
260,110
+4,210
+2% +$118K 0.28% 87
2020
Q1 		$6.07M Buy
255,900
+74,770
+41% +$2.11M 0.47% 51
2019
Q4 		$5.72M Buy
181,130
+34,840
+24% +$1.06M 0.16% 142
2019
Q3 		$4.04M Buy
146,290
+27,670
+23% +$787K 0.14% 140
2019
Q2 		$3.32M Buy
118,620
+32,620
+38% +$951K 0.12% 154
2019
Q1 		$2.59M Buy
86,000
+5,510
+7% +$149K 0.11% 178
2018
Q4 		$2.05M Buy
80,490
+14,610
+22% +$345K 0.09% 180
2018
Q3 		$1.63M Buy
65,880
+21,550
+49% +$483K 0.06% 281
2018
Q2 		$1.08M Buy
+44,330
New +$1.09M 0.05% 362
2018
Q1 		– Sell
-61,900
Closed -$1.59M – 870
2017
Q4 		$1.59M Buy
61,900
+4,990
+9% +$130K 0.08% 250
2017
Q3 		$1.38M Buy
56,910
+3,530
+7% +$87.3K 0.08% 246
2017
Q2 		$1.24M Buy
53,380
+12,090
+29% +$280K 0.08% 255
2017
Q1 		$904K Buy
41,290
+23,750
+135% +$489K 0.06% 281
2016
Q4 		$310K Sell
17,540
-4,060
-19% -$70.3K 0.02% 458
2016
Q3 		$373K Buy
21,600
+1,560
+8% +$26.1K 0.03% 358
2016
Q2 		$308K Buy
20,040
+2,400
+14% +$36.6K 0.03% 354
2016
Q1 		$273K Buy
+17,640
New +$238K 0.03% 369

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

Atria Investments's AVGO Position: Q1 2026 in Review

Atria Investments reduced its Broadcom (AVGO) stake by 7.9% in Q1 2026, selling an estimated $6.92M and leaving 245,852 shares worth $76.1M. The position accounts for 0.85% of the portfolio, ranked #16.

Atria Investments first reported a position in AVGO in Q1 2016 and has held it in 40 quarters since. The position peaked at $92.4M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Atria Investments held 245,852 shares of Broadcom worth $76.1M as of Q1 2026.
  • Atria Investments sold 21,040 Broadcom shares in Q1 2026, an estimated $6.92M.
  • Broadcom made up 0.85% of Atria Investments's portfolio in Q1 2026, its #16 holding.
  • Atria Investments first reported a position in Broadcom in Q1 2016 and has held it in 40 quarters since.
  • Atria Investments's Broadcom position peaked at $92.4M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.