BC
AVGO icon

Brio Consultants’s Broadcom AVGO Stock Holding History

Brio Consultants’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 		$279K Buy
652
+46
+8% +$15.1K 0.03% 124
2025
Q4 		$210K Buy
+606
New +$217K 0.03% 141
2025
Q3 		– Sell
-998
Closed -$275K – 138
2025
Q2 		$275K Sell
998
-952
-49% -$207K 0.04% 111
2025
Q1 		$326K Buy
1,950
+206
+12% +$43.6K 0.05% 92
2024
Q4 		$404K Buy
1,744
+345
+25% +$63.8K 0.06% 86
2024
Q3 		$241K Buy
+1,399
New +$224K 0.04% 98

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

Brio Consultants's AVGO Position: Q1 2026 in Review

Brio Consultants increased its Broadcom (AVGO) stake by 7.6% in Q1 2026, buying an estimated $15.1K and bringing the position to 652 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #124.

Brio Consultants first reported a position in AVGO in Q3 2024 and has held it in 6 quarters since. The position peaked at $404K in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Brio Consultants held 652 shares of Broadcom worth $279K as of Q1 2026.
  • Brio Consultants bought 46 Broadcom shares in Q1 2026, an estimated $15.1K.
  • Broadcom made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #124 holding.
  • Brio Consultants first reported a position in Broadcom in Q3 2024 and has held it in 6 quarters since.
  • Brio Consultants's Broadcom position peaked at $404K in Q4 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.