Cercano Management’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
$3.81M Sell
12,325
-552
-4% -$182K 0.16% 71
2025
Q4
$4.46M Hold
12,877
0.17% 68
2025
Q3
$4.25M Hold
12,877
0.16% 73
2025
Q2
$3.55M Sell
12,877
-82
-0.6% -$17.8K 0.1% 76
2025
Q1
$2.17M Sell
12,959
-481
-4% -$102K 0.06% 76
2024
Q4
$3.12M Hold
13,440
0.08% 95
2024
Q3
$2.32M Buy
+13,440
New +$2.15M 0.06% 88

Other funds holding AVGO

Cercano Management's AVGO Position: Q1 2026 in Review

Cercano Management reduced its Broadcom (AVGO) stake by 4.3% in Q1 2026, selling an estimated $182K and leaving 12,325 shares worth $3.81M. The position accounts for 0.16% of the portfolio, ranked #71.

Cercano Management first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.46M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Cercano Management held 12,325 shares of Broadcom worth $3.81M as of Q1 2026.
  • Cercano Management sold 552 Broadcom shares in Q1 2026, an estimated $182K.
  • Broadcom made up 0.16% of Cercano Management's portfolio in Q1 2026, its #71 holding.
  • Cercano Management first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • Cercano Management's Broadcom position peaked at $4.46M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.