Client 1st Advisory Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.43M Buy
3,774
+571
+18% +$229K 0.37% 41
2026
Q1
$991K Buy
3,203
+242
+8% +$79.6K 0.3% 43
2025
Q4
$1.02M Buy
2,961
+1,206
+69% +$431K 0.32% 43
2025
Q3
$579K Buy
1,755
+110
+7% +$33.7K 0.19% 63
2025
Q2
$453K Buy
1,645
+1
+0.1% +$217 0.16% 69
2025
Q1
$275K Buy
1,644
+2
+0.1% +$423 0.11% 99
2024
Q4
$381K Buy
1,642
+31
+2% +$5.73K 0.15% 77
2024
Q3
$278K Buy
+1,611
New +$258K 0.11% 99

Other funds holding AVGO

Client 1st Advisory Group's AVGO Position: Q2 2026 in Review

Client 1st Advisory Group increased its Broadcom (AVGO) stake by 18% in Q2 2026, buying an estimated $229K and bringing the position to 3,774 shares worth $1.43M. The position accounts for 0.37% of the portfolio, ranked #41.

Client 1st Advisory Group first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 1,027 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Client 1st Advisory Group held 3,774 shares of Broadcom worth $1.43M as of Q2 2026.
  • Client 1st Advisory Group bought 571 Broadcom shares in Q2 2026, an estimated $229K.
  • Broadcom made up 0.37% of Client 1st Advisory Group's portfolio in Q2 2026, its #41 holding.
  • Client 1st Advisory Group first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.