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Circle Wealth Management’s Broadcom AVGO Stock Holding History

Circle Wealth Management’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 		$6.4M Buy
20,686
+3,642
+21% +$1.2M 0.09% 47
2025
Q4 		$5.9M Sell
17,044
-389
-2% -$139K 0.09% 46
2025
Q3 		$5.75M Buy
17,433
+1,704
+11% +$523K 0.11% 46
2025
Q2 		$4.34M Sell
15,729
-50
-0.3% -$10.9K 0.09% 51
2025
Q1 		$2.64M Sell
15,779
-3,631
-19% -$768K 0.06% 62
2024
Q4 		$4.5M Buy
19,410
+4,587
+31% +$848K 0.1% 48
2024
Q3 		$2.56M Buy
14,823
+3,363
+29% +$539K 0.06% 64
2024
Q2 		$1.84M Buy
11,460
+6,000
+110% +$841K 0.04% 68
2024
Q1 		$724K Sell
5,460
-130
-2% -$16.1K 0.02% 124
2023
Q4 		$624K Sell
5,590
-1,560
-22% -$148K 0.02% 124
2023
Q3 		$594K Buy
7,150
+3,350
+88% +$290K 0.01% 122
2023
Q2 		$330K Buy
3,800
+10
+0.3% +$713 0.04% 130
2023
Q1 		$243K Buy
3,790
+10
+0.3% +$602 0.04% 148
2022
Q4 		$211K Buy
+3,780
New +$190K 0.03% 154
2022
Q2 		– Sell
-3,910
Closed -$246K – 166
2022
Q1 		$246K Buy
3,910
+110
+3% +$6.53K 0.03% 170
2021
Q4 		$253K Buy
+3,800
New +$214K 0.03% 178
2018
Q2 		– Sell
-8,780
Closed -$207K – 101
2018
Q1 		$207K Buy
8,780
+800
+10% +$20.1K 0.07% 92
2017
Q4 		$205K Buy
+7,980
New +$207K 0.08% 92

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

Circle Wealth Management's AVGO Position: Q1 2026 in Review

Circle Wealth Management increased its Broadcom (AVGO) stake by 21% in Q1 2026, buying an estimated $1.2M and bringing the position to 20,686 shares worth $6.4M. The position accounts for 0.09% of the portfolio, ranked #47.

Circle Wealth Management first reported a position in AVGO in Q4 2017 and has held it in 18 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Circle Wealth Management held 20,686 shares of Broadcom worth $6.4M as of Q1 2026.
  • Circle Wealth Management bought 3,642 Broadcom shares in Q1 2026, an estimated $1.2M.
  • Broadcom made up 0.09% of Circle Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Circle Wealth Management first reported a position in Broadcom in Q4 2017 and has held it in 18 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.