Aviso Financial’s Broadcom AVGO Stock Holding History

Aviso Financial’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	$88.3M	Buy	285,267 +6,223	+2%	+$2.05M	3.14%	7
2025 Q4	$96.6M	Buy	279,044 +5,362	+2%	+$1.92M	3.67%	8
2025 Q3	$90.3M	Sell	273,682 -2,683	-1%	-$823K	3.67%	8
2025 Q2	$76.2M	Buy	276,365 +61,656	+29%	+$13.4M	3.44%	9
2025 Q1	$35.9M	Buy	214,709 +155,710	+264%	+$33M	1.77%	22
2024 Q4	$13.7M	Sell	58,999 -2,116	-3%	-$391K	0.69%	32
2024 Q3	$10.5M	Buy	61,115 +2,075	+4%	+$333K	0.52%	35
2024 Q2	$9.48M	Buy	+59,040	New	+$8.27M	0.53%	36

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aviso Financial's AVGO Position: Q1 2026 in Review

Aviso Financial increased its Broadcom (AVGO) stake by 2.2% in Q1 2026, buying an estimated $2.05M and bringing the position to 285,267 shares worth $88.3M. The position accounts for 3.14% of the portfolio, ranked #7.

Aviso Financial first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $96.6M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Aviso Financial held 285,267 shares of Broadcom worth $88.3M as of Q1 2026.
Aviso Financial bought 6,223 Broadcom shares in Q1 2026, an estimated $2.05M.
Broadcom made up 3.14% of Aviso Financial's portfolio in Q1 2026, its #7 holding.
Aviso Financial first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Broadcom position peaked at $96.6M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.