Brightwater Advisory’s Broadcom AVGO Stock Holding History

Brightwater Advisory’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	$717K	Buy	+2,316	New	+$762K	0.47%	36

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Brightwater Advisory's AVGO Position: Q1 2026 in Review

Brightwater Advisory opened a new position in Broadcom (AVGO) in Q1 2026: 2,316 shares worth $717K. The stake represents 0.47% of the portfolio and ranks #36 among its holdings.

4,668 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Brightwater Advisory held 2,316 shares of Broadcom worth $717K as of Q1 2026.
Broadcom was a new Brightwater Advisory position in Q1 2026.
Broadcom made up 0.47% of Brightwater Advisory's portfolio in Q1 2026, its #36 holding.
4,668 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.