Cerity Partners’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 | $934M | Buy |
3,016,504
+48,172
| +2% | +$15.9M | 1.32% | 12 |
|
|
2025
Q4 | $1.03B | Buy |
2,968,332
+95,838
| +3% | +$34.3M | 1.5% | 11 |
|
|
2025
Q3 | $948M | Sell |
2,872,494
-6,945
| -0.2% | -$2.13M | 1.54% | 10 |
|
|
2025
Q2 | $794M | Buy |
2,879,439
+22,422
| +0.8% | +$4.87M | 1.42% | 11 |
|
|
2025
Q1 | $478M | Buy |
2,857,017
+948,087
| +50% | +$201M | 0.97% | 17 |
|
|
2024
Q4 | $425M | Sell |
1,908,930
-92,357
| -5% | -$17.1M | 0.92% | 18 |
|
|
2024
Q3 | $345M | Buy |
2,001,287
+257,497
| +15% | +$41.3M | 0.76% | 21 |
|
|
2024
Q2 | $280M | Sell |
1,743,790
-129,160
| -7% | -$18.1M | 0.74% | 23 |
|
|
2024
Q1 | $248M | Buy |
1,872,950
+305,490
| +19% | +$37.9M | 0.66% | 25 |
|
|
2023
Q4 | $175M | Buy |
1,567,460
+425,120
| +37% | +$40.3M | 0.57% | 34 |
|
|
2023
Q3 | $94.9M | Sell |
1,142,340
-305,520
| -21% | -$26.5M | 0.46% | 50 |
|
|
2023
Q2 | $126M | Buy |
1,447,860
+61,220
| +4% | +$4.37M | 0.49% | 42 |
|
|
2023
Q1 | $88M | Buy |
1,386,640
+24,000
| +2% | +$1.44M | 0.21% | 70 |
|
|
2022
Q4 | $76.7M | Buy |
1,362,640
+723,440
| +113% | +$36.3M | 0.49% | 45 |
|
|
2022
Q3 | $28.4M | Buy |
639,200
+20,520
| +3% | +$1.05M | 0.34% | 63 |
|
|
2022
Q2 | $30.1M | Buy |
618,680
+219,240
| +55% | +$12.3M | 0.33% | 63 |
|
|
2022
Q1 | $24.6M | Buy |
399,440
+6,610
| +2% | +$393K | 0.38% | 58 |
|
|
2021
Q4 | $25.6M | Buy |
392,830
+14,700
| +4% | +$826K | 0.39% | 55 |
|
|
2021
Q3 | $18.3M | Buy |
378,130
+36,150
| +11% | +$1.76M | 0.4% | 52 |
|
|
2021
Q2 | $16.3M | Buy |
341,980
+1,720
| +0.5% | +$79.7K | 0.36% | 58 |
|
|
2021
Q1 | $15.8M | Buy |
340,260
+244,620
| +256% | +$11.3M | 0.37% | 58 |
|
|
2020
Q4 | $4.19M | Sell |
95,640
-2,790
| -3% | -$109K | 0.13% | 134 |
|
|
2020
Q3 | $3.59M | Buy |
98,430
+75,760
| +334% | +$2.54M | 0.15% | 119 |
|
|
2020
Q2 | $715K | Buy |
22,670
+1,950
| +9% | +$54.6K | 0.04% | 238 |
|
|
2020
Q1 | $490K | Sell |
20,720
-1,220
| -6% | -$34.4K | 0.03% | 285 |
|
|
2019
Q4 | $693K | Sell |
21,940
-23,760
| -52% | -$721K | 0.04% | 286 |
|
|
2019
Q3 | $1.26M | Buy |
45,700
+20,620
| +82% | +$586K | 0.07% | 220 |
|
|
2019
Q2 | $722K | Sell |
25,080
-55,720
| -69% | -$1.62M | 0.05% | 271 |
|
|
2019
Q1 | $2.43M | Buy |
80,800
+18,210
| +29% | +$494K | 0.16% | 144 |
|
|
2018
Q4 | $1.59M | Sell |
62,590
-10,730
| -15% | -$253K | 0.11% | 175 |
|
|
2018
Q3 | $1.81M | Buy |
+73,320
| New | +$1.64M | 0.13% | 176 |
|
|
2018
Q1 | – | Sell |
-85,090
| Closed | -$2.19M | – | 528 |
|
|
2017
Q4 | $2.19M | Buy |
85,090
+6,430
| +8% | +$167K | 0.15% | 146 |
|
|
2017
Q3 | $1.91M | Buy |
+78,660
| New | +$1.94M | 0.14% | 164 |
|
|
2017
Q2 | – | Sell |
-69,950
| Closed | -$1.53M | – | 347 |
|
|
2017
Q1 | $1.53M | Buy |
+69,950
| New | +$1.44M | 0.13% | 147 |
|
Other funds holding AVGO
VCM
VPM
Cerity Partners's AVGO Position: Q1 2026 in Review
Cerity Partners increased its Broadcom (AVGO) stake by 1.6% in Q1 2026, buying an estimated $15.9M and bringing the position to 3,016,504 shares worth $934M. The position accounts for 1.32% of the portfolio, ranked #12.
Cerity Partners first reported a position in AVGO in Q1 2017 and has held it in 34 quarters since. The position peaked at $1.03B in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Cerity Partners held 3,016,504 shares of Broadcom worth $934M as of Q1 2026.
- Cerity Partners bought 48,172 Broadcom shares in Q1 2026, an estimated $15.9M.
- Broadcom made up 1.32% of Cerity Partners's portfolio in Q1 2026, its #12 holding.
- Cerity Partners first reported a position in Broadcom in Q1 2017 and has held it in 34 quarters since.
- Cerity Partners's Broadcom position peaked at $1.03B in Q4 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.