CAPTRUST Financial Advisors’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 | $504M | Buy |
1,629,276
+392,546
| +32% | +$129M | 0.88% | 22 |
|
|
2025
Q4 | $428M | Sell |
1,236,730
-3,749
| -0.3% | -$1.34M | 0.81% | 24 |
|
|
2025
Q3 | $409M | Buy |
1,240,479
+107,033
| +9% | +$32.8M | 0.83% | 24 |
|
|
2025
Q2 | $312M | Buy |
1,133,446
+71,459
| +7% | +$15.5M | 0.7% | 29 |
|
|
2025
Q1 | $178M | Sell |
1,061,987
-46,232
| -4% | -$9.78M | 0.45% | 43 |
|
|
2024
Q4 | $257M | Buy |
1,108,219
+82,529
| +8% | +$15.3M | 0.73% | 28 |
|
|
2024
Q3 | $177M | Buy |
1,025,690
+3,050
| +0.3% | +$489K | 0.52% | 35 |
|
|
2024
Q2 | $164M | Sell |
1,022,640
-3,972,920
| -80% | -$557M | 0.53% | 38 |
|
|
2024
Q1 | $135M | Buy |
4,995,560
+3,405,040
| +214% | +$422M | 0.49% | 43 |
|
|
2023
Q4 | $178M | Buy |
1,590,520
+6,900
| +0.4% | +$653K | 0.61% | 29 |
|
|
2023
Q3 | $132M | Sell |
1,583,620
-431,140
| -21% | -$37.4M | 0.5% | 39 |
|
|
2023
Q2 | $175M | Sell |
2,014,760
-34,610
| -2% | -$2.47M | 0.69% | 27 |
|
|
2023
Q1 | $131M | Sell |
2,049,370
-18,940
| -0.9% | -$1.14M | 0.58% | 34 |
|
|
2022
Q4 | $116M | Sell |
2,068,310
-142,160
| -6% | -$7.13M | 0.58% | 35 |
|
|
2022
Q3 | $98.1M | Buy |
2,210,470
+115,820
| +6% | +$5.92M | 0.57% | 34 |
|
|
2022
Q2 | $102M | Buy |
2,094,650
+240,400
| +13% | +$13.5M | 0.66% | 30 |
|
|
2022
Q1 | $117M | Buy |
1,854,250
+174,880
| +10% | +$10.4M | 0.76% | 22 |
|
|
2021
Q4 | $112M | Buy |
1,679,370
+89,030
| +6% | +$5M | 0.77% | 20 |
|
|
2021
Q3 | $77.1M | Buy |
1,590,340
+93,430
| +6% | +$4.54M | 0.64% | 27 |
|
|
2021
Q2 | $71.4M | Buy |
1,496,910
+16,830
| +1% | +$780K | 0.66% | 28 |
|
|
2021
Q1 | $68.6M | Buy |
1,480,080
+34,930
| +2% | +$1.62M | 0.74% | 18 |
|
|
2020
Q4 | $63.3M | Buy |
1,445,150
+199,360
| +16% | +$7.77M | 0.84% | 15 |
|
|
2020
Q3 | $45.9M | Buy |
1,245,790
+29,040
| +2% | +$973K | 0.76% | 22 |
|
|
2020
Q2 | $38.1M | Buy |
1,216,750
+1,176,140
| +2,896% | +$32.9M | 0.63% | 30 |
|
|
2020
Q1 | $908K | Sell |
40,610
-65,730
| -62% | -$1.85M | 0.02% | 437 |
|
|
2019
Q4 | $3.43M | Buy |
106,340
+98,210
| +1,208% | +$2.98M | 0.05% | 286 |
|
|
2019
Q3 | $227K | Buy |
8,130
+20
| +0.2% | +$569 | 0.01% | 543 |
|
|
2019
Q2 | $236K | Sell |
8,110
-7,960
| -50% | -$232K | 0.01% | 531 |
|
|
2019
Q1 | $483K | Buy |
16,070
+15,510
| +2,770% | +$420K | 0.02% | 370 |
|
|
2018
Q4 | $14K | Buy |
560
+60
| +12% | +$1.42K | ﹤0.01% | 1124 |
|
|
2018
Q3 | $12K | Sell |
500
-1,210
| -71% | -$27.1K | ﹤0.01% | 1165 |
|
|
2018
Q2 | $41K | Buy |
1,710
+800
| +88% | +$19.6K | ﹤0.01% | 722 |
|
|
2018
Q1 | $21K | Sell |
910
-680
| -43% | -$17.1K | ﹤0.01% | 813 |
|
|
2017
Q4 | $41K | Buy |
1,590
+1,100
| +224% | +$28.6K | ﹤0.01% | 625 |
|
|
2017
Q3 | $12K | Buy |
+490
| New | +$12.1K | ﹤0.01% | 416 |
|
Other funds holding AVGO
VCM
VPM
CAPTRUST Financial Advisors's AVGO Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Broadcom (AVGO) stake by 32% in Q1 2026, buying an estimated $129M and bringing the position to 1,629,276 shares worth $504M. The position accounts for 0.88% of the portfolio, ranked #22.
CAPTRUST Financial Advisors first reported a position in AVGO in Q3 2017 and has held it in 35 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- CAPTRUST Financial Advisors held 1,629,276 shares of Broadcom worth $504M as of Q1 2026.
- CAPTRUST Financial Advisors bought 392,546 Broadcom shares in Q1 2026, an estimated $129M.
- Broadcom made up 0.88% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #22 holding.
- CAPTRUST Financial Advisors first reported a position in Broadcom in Q3 2017 and has held it in 35 quarters since.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.