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BlueStem Wealth Partners’s Broadcom AVGO Stock Holding History

BlueStem Wealth Partners’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 		$530K Buy
1,714
+411
+32% +$135K 0.06% 81
2025
Q4 		$451K Buy
1,303
+5
+0.4% +$1.79K 0.05% 83
2025
Q3 		$428K Buy
1,298
+301
+30% +$92.3K 0.05% 78
2025
Q2 		$275K Buy
+997
New +$216K 0.03% 88

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

BlueStem Wealth Partners's AVGO Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Broadcom (AVGO) stake by 32% in Q1 2026, buying an estimated $135K and bringing the position to 1,714 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #81.

BlueStem Wealth Partners first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • BlueStem Wealth Partners held 1,714 shares of Broadcom worth $530K as of Q1 2026.
  • BlueStem Wealth Partners bought 411 Broadcom shares in Q1 2026, an estimated $135K.
  • Broadcom made up 0.06% of BlueStem Wealth Partners's portfolio in Q1 2026, its #81 holding.
  • BlueStem Wealth Partners first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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