Cassia Capital Partners’s Broadcom AVGO Stock Holding History

Cassia Capital Partners’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	$1.53M	Sell	4,950 -636	-11%	-$209K	0.79%	28
2025 Q4	$1.93M	Sell	5,586 -232	-4%	-$83K	1.05%	17
2025 Q3	$1.92M	Buy	5,818 +405	+7%	+$124K	1.05%	16
2025 Q2	$1.49M	Sell	5,413 -128	-2%	-$27.8K	0.9%	20
2025 Q1	$928K	Buy	5,541 +1,624	+41%	+$344K	0.58%	45
2024 Q4	$908K	Buy	+3,917	New	+$724K	0.58%	37
2021 Q4	–	Sell	-56,970	Closed	-$2.76M	–	73
2021 Q3	$2.76M	Buy	+56,970	New	+$2.77M	1.9%	9

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

Cassia Capital Partners's AVGO Position: Q1 2026 in Review

Cassia Capital Partners reduced its Broadcom (AVGO) stake by 11% in Q1 2026, selling an estimated $209K and leaving 4,950 shares worth $1.53M. The position accounts for 0.79% of the portfolio, ranked #28.

Cassia Capital Partners first reported a position in AVGO in Q3 2021 and has held it in 7 quarters since. The position peaked at $2.76M in Q3 2021. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Cassia Capital Partners held 4,950 shares of Broadcom worth $1.53M as of Q1 2026.
Cassia Capital Partners sold 636 Broadcom shares in Q1 2026, an estimated $209K.
Broadcom made up 0.79% of Cassia Capital Partners's portfolio in Q1 2026, its #28 holding.
Cassia Capital Partners first reported a position in Broadcom in Q3 2021 and has held it in 7 quarters since.
Cassia Capital Partners's Broadcom position peaked at $2.76M in Q3 2021.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cassia Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.