Cassaday & Co Wealth Management’s Broadcom AVGO Stock Holding History

Cassaday & Co Wealth Management’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	$1.97M	Buy	6,357 +270	+4%	+$88.8K	0.04%	92
2025 Q4	$2.11M	Buy	6,087 +579	+11%	+$207K	0.04%	88
2025 Q3	$1.82M	Sell	5,508 -397	-7%	-$122K	0.04%	93
2025 Q2	$1.63M	Buy	5,905 +125	+2%	+$27.1K	0.04%	92
2025 Q1	$968K	Buy	5,780 +23	+0.4%	+$4.87K	0.03%	119
2024 Q4	$1.33M	Buy	5,757 +137	+2%	+$25.3K	0.04%	92
2024 Q3	$969K	Buy	5,620 +2,080	+59%	+$333K	0.03%	117
2024 Q2	$568K	Buy	3,540 +740	+26%	+$104K	0.02%	159
2024 Q1	$371K	Buy	2,800 +350	+14%	+$43.4K	0.01%	200
2023 Q4	$273K	Sell	2,450 -10	-0.4%	-$947	0.01%	218
2023 Q3	$204K	Buy	2,460 +40	+2%	+$3.47K	0.01%	245
2023 Q2	$210K	Buy	+2,420	New	+$173K	0.01%	242

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

Cassaday & Co Wealth Management's AVGO Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Broadcom (AVGO) stake by 4.4% in Q1 2026, buying an estimated $88.8K and bringing the position to 6,357 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #92.

Cassaday & Co Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.11M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Cassaday & Co Wealth Management held 6,357 shares of Broadcom worth $1.97M as of Q1 2026.
Cassaday & Co Wealth Management bought 270 Broadcom shares in Q1 2026, an estimated $88.8K.
Broadcom made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #92 holding.
Cassaday & Co Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Cassaday & Co Wealth Management's Broadcom position peaked at $2.11M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.