BAG
AVGO icon

Bridgewealth Advisory Group’s Broadcom AVGO Stock Holding History

Bridgewealth Advisory Group’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 		$470K Sell
1,518
-164
-10% -$54K 0.1% 83
2025
Q4 		$582K Buy
1,682
+506
+43% +$181K 0.13% 71
2025
Q3 		$388K Buy
1,176
+12
+1% +$3.68K 0.09% 81
2025
Q2 		$321K Buy
+1,164
New +$253K 0.08% 87
2025
Q1 		– Sell
-1,328
Closed -$313K – 55
2024
Q4 		$313K Buy
+1,328
New +$246K 0.09% 83

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

Bridgewealth Advisory Group's AVGO Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its Broadcom (AVGO) stake by 9.8% in Q1 2026, selling an estimated $54K and leaving 1,518 shares worth $470K. The position accounts for 0.1% of the portfolio, ranked #83.

Bridgewealth Advisory Group first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $582K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Bridgewealth Advisory Group held 1,518 shares of Broadcom worth $470K as of Q1 2026.
  • Bridgewealth Advisory Group sold 164 Broadcom shares in Q1 2026, an estimated $54K.
  • Broadcom made up 0.1% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #83 holding.
  • Bridgewealth Advisory Group first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • Bridgewealth Advisory Group's Broadcom position peaked at $582K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.