AWM
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Aviso Wealth Management’s Broadcom AVGO Stock Holding History

Aviso Wealth Management’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 		$3.74M Buy
12,082
+151
+1% +$49.7K 1.69% 17
2025
Q4 		$4.13M Sell
11,931
-179
-1% -$64K 1.74% 14
2025
Q3 		$4M Sell
12,110
-808
-6% -$248K 1.74% 15
2025
Q2 		$3.56M Buy
12,918
+299
+2% +$64.9K 1.66% 15
2025
Q1 		$2.11M Sell
12,619
-87
-0.7% -$18.4K 1.12% 18
2024
Q4 		$2.95M Buy
12,706
+73
+0.6% +$13.5K 1.5% 10
2024
Q3 		$2.18M Sell
12,633
-347
-3% -$55.6K 1.18% 19
2024
Q2 		$2.08M Sell
12,980
-520
-4% -$72.9K 1.24% 14
2024
Q1 		$1.79M Buy
13,500
+700
+5% +$86.7K 1.13% 22
2023
Q4 		$1.43M Buy
+12,800
New +$1.21M 1.04% 23

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

Aviso Wealth Management's AVGO Position: Q1 2026 in Review

Aviso Wealth Management increased its Broadcom (AVGO) stake by 1.3% in Q1 2026, buying an estimated $49.7K and bringing the position to 12,082 shares worth $3.74M. The position accounts for 1.69% of the portfolio, ranked #17.

Aviso Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.13M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Aviso Wealth Management held 12,082 shares of Broadcom worth $3.74M as of Q1 2026.
  • Aviso Wealth Management bought 151 Broadcom shares in Q1 2026, an estimated $49.7K.
  • Broadcom made up 1.69% of Aviso Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Aviso Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Broadcom position peaked at $4.13M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.