Bedell Frazier Investment Counselling’s Broadcom AVGO Stock Holding History

Bedell Frazier Investment Counselling’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	$1.81M	Sell	5,845 -107	-2%	-$35.2K	0.37%	61
2025 Q4	$2.06M	Sell	5,952 -79	-1%	-$28.3K	0.4%	63
2025 Q3	$1.99M	Sell	6,031 -5,501	-48%	-$1.69M	0.41%	62
2025 Q2	$3.18M	Sell	11,532 -571	-5%	-$124K	0.8%	39
2025 Q1	$2.03M	Sell	12,103 -44	-0.4%	-$9.31K	0.52%	45
2024 Q4	$2.82M	Sell	12,147 -1,217	-9%	-$225K	0.7%	39
2024 Q3	$2.31M	Sell	13,364 -3,106	-19%	-$498K	0.55%	40
2024 Q2	$2.64M	Hold	16,470	–	–	0.64%	43
2024 Q1	$2.18M	Sell	16,470 -430	-3%	-$53.3K	0.55%	46
2023 Q4	$1.89M	Sell	16,900 -200	-1%	-$18.9K	0.52%	45
2023 Q3	$1.42M	Sell	17,100 -90	-0.5%	-$7.8K	0.42%	47
2023 Q2	$1.49M	Buy	+17,190	New	+$1.23M	0.44%	47
2022 Q1	–	Sell	-75,220	Closed	-$5M	–	91
2021 Q4	$5M	Sell	75,220 -490	-0.6%	-$27.5K	1.22%	34
2021 Q3	$3.67M	Buy	75,710 +2,840	+4%	+$138K	1.01%	39
2021 Q2	$3.48M	Buy	+72,870	New	+$3.38M	0.88%	42

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bedell Frazier Investment Counselling's AVGO Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its Broadcom (AVGO) stake by 1.8% in Q1 2026, selling an estimated $35.2K and leaving 5,845 shares worth $1.81M. The position accounts for 0.37% of the portfolio, ranked #61.

Bedell Frazier Investment Counselling first reported a position in AVGO in Q2 2021 and has held it in 15 quarters since. The position peaked at $5M in Q4 2021. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Bedell Frazier Investment Counselling held 5,845 shares of Broadcom worth $1.81M as of Q1 2026.
Bedell Frazier Investment Counselling sold 107 Broadcom shares in Q1 2026, an estimated $35.2K.
Broadcom made up 0.37% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #61 holding.
Bedell Frazier Investment Counselling first reported a position in Broadcom in Q2 2021 and has held it in 15 quarters since.
Bedell Frazier Investment Counselling's Broadcom position peaked at $5M in Q4 2021.
4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.