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Cetera Trust Company’s Broadcom AVGO Stock Holding History

Cetera Trust Company’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 		$3.77M Sell
12,195
-255
-2% -$83.9K 2.13% 9
2025
Q4 		$4.31M Sell
12,450
-100
-0.8% -$35.8K 2.3% 9
2025
Q3 		$4.14M Sell
12,550
-75
-0.6% -$23K 2.32% 9
2025
Q2 		$3.48M Buy
12,625
+90
+0.7% +$19.5K 2.08% 9
2025
Q1 		$2.1M Sell
12,535
-75
-0.6% -$15.9K 1.34% 24
2024
Q4 		$2.92M Sell
12,610
-30
-0.2% -$5.55K 1.9% 11
2024
Q3 		$2.18M Sell
12,640
-470
-4% -$75.3K 1.33% 22
2024
Q2 		$2.1M Sell
13,110
-1,370
-9% -$192K 1.32% 24
2024
Q1 		$1.92M Sell
14,480
-880
-6% -$109K 1.15% 29
2023
Q4 		$1.71M Buy
+15,360
New +$1.45M 1.07% 31

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

Cetera Trust Company's AVGO Position: Q1 2026 in Review

Cetera Trust Company reduced its Broadcom (AVGO) stake by 2% in Q1 2026, selling an estimated $83.9K and leaving 12,195 shares worth $3.77M. The position accounts for 2.13% of the portfolio, ranked #9.

Cetera Trust Company first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.31M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Cetera Trust Company held 12,195 shares of Broadcom worth $3.77M as of Q1 2026.
  • Cetera Trust Company sold 255 Broadcom shares in Q1 2026, an estimated $83.9K.
  • Broadcom made up 2.13% of Cetera Trust Company's portfolio in Q1 2026, its #9 holding.
  • Cetera Trust Company first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Broadcom position peaked at $4.31M in Q4 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.