Berkeley Capital Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.49M Buy
8,058
+2,934
+57% +$965K 0.58% 29
2025
Q4
$1.77M Buy
5,124
+470
+10% +$168K 0.42% 47
2025
Q3
$1.54M Sell
4,654
-192
-4% -$58.9K 0.36% 54
2025
Q2
$1.34M Buy
4,846
+190
+4% +$41.3K 0.34% 65
2025
Q1
$780K Sell
4,656
-93
-2% -$19.7K 0.21% 95
2024
Q4
$1.1M Sell
4,749
-201
-4% -$37.2K 0.31% 67
2024
Q3
$854K Buy
4,950
+220
+5% +$35.3K 0.24% 91
2024
Q2
$759K Buy
4,730
+420
+10% +$58.9K 0.23% 86
2024
Q1
$571K Sell
4,310
-20
-0.5% -$2.48K 0.17% 102
2023
Q4
$483K Sell
4,330
-690
-14% -$65.3K 0.16% 110
2023
Q3
$417K Sell
5,020
-150
-3% -$13K 0.15% 108
2023
Q2
$448K Sell
5,170
-550
-10% -$39.2K 0.16% 100
2023
Q1
$367K Sell
5,720
-9,810
-63% -$590K 0.14% 106
2022
Q4
$868K Buy
15,530
+1,410
+10% +$70.7K 0.34% 64
2022
Q3
$627K Buy
14,120
+760
+6% +$38.8K 0.27% 72
2022
Q2
$649K Buy
13,360
+2,250
+20% +$126K 0.27% 71
2022
Q1
$700K Buy
11,110
+4,850
+77% +$288K 0.28% 70
2021
Q4
$417K Buy
6,260
+860
+16% +$48.3K 0.17% 86
2021
Q3
$262K Hold
5,400
0.12% 110
2021
Q2
$257K Buy
5,400
+210
+4% +$9.73K 0.11% 117
2021
Q1
$241K Buy
+5,190
New +$240K 0.12% 113

Other funds holding AVGO

Berkeley Capital Partners's AVGO Position: Q1 2026 in Review

Berkeley Capital Partners increased its Broadcom (AVGO) stake by 57% in Q1 2026, buying an estimated $965K and bringing the position to 8,058 shares worth $2.49M. The position accounts for 0.58% of the portfolio, ranked #29.

Berkeley Capital Partners first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Berkeley Capital Partners held 8,058 shares of Broadcom worth $2.49M as of Q1 2026.
  • Berkeley Capital Partners bought 2,934 Broadcom shares in Q1 2026, an estimated $965K.
  • Broadcom made up 0.58% of Berkeley Capital Partners's portfolio in Q1 2026, its #29 holding.
  • Berkeley Capital Partners first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.