Cerity Partners
AVGO icon

Cerity Partners’s Broadcom AVGO Stock Holding History

Cerity 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 		$310K Buy
+1,000
New +$329K ﹤0.01% 2589

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.