Continuum Advisory’s Broadcom AVGO Stock Holding History

Continuum Advisory’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	$4.61M	Buy	14,901 +680	+5%	+$224K	0.44%	53
2025 Q4	$4.92M	Buy	14,221 +756	+6%	+$270K	0.49%	52
2025 Q3	$4.44M	Buy	13,465 +921	+7%	+$283K	0.47%	54
2025 Q2	$3.46M	Buy	12,544 +1,008	+9%	+$219K	0.42%	57
2025 Q1	$1.93M	Buy	11,536 +571	+5%	+$121K	0.25%	90
2024 Q4	$2.54M	Buy	10,965 +171	+2%	+$31.6K	0.33%	79
2024 Q3	$1.84M	Buy	10,794 +304	+3%	+$48.7K	0.23%	96
2024 Q2	$1.68M	Buy	10,490 +1,760	+20%	+$247K	0.24%	94
2024 Q1	$1.14M	Sell	8,730 -1,180	-12%	-$146K	0.17%	134
2023 Q4	$1.11M	Sell	9,910 -1,940	-16%	-$184K	0.16%	160
2023 Q3	$984K	Buy	11,850 +1,960	+20%	+$170K	0.16%	165
2023 Q2	$858K	Buy	9,890 +740	+8%	+$52.8K	0.14%	184
2023 Q1	$587K	Sell	9,150 -120	-1%	-$7.22K	0.1%	238
2022 Q4	$518K	Sell	9,270 -500	-5%	-$25.1K	0.09%	250
2022 Q3	$434K	Sell	9,770 -90	-0.9%	-$4.6K	0.08%	262
2022 Q2	$479K	Sell	9,860 -150	-1%	-$8.42K	0.09%	256
2022 Q1	$555K	Buy	10,010 +5,710	+133%	+$339K	0.11%	226
2021 Q4	$286K	Buy	+4,300	New	+$242K	0.06%	253

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Continuum Advisory's AVGO Position: Q1 2026 in Review

Continuum Advisory increased its Broadcom (AVGO) stake by 4.8% in Q1 2026, buying an estimated $224K and bringing the position to 14,901 shares worth $4.61M. The position accounts for 0.44% of the portfolio, ranked #53.

Continuum Advisory first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.92M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Continuum Advisory held 14,901 shares of Broadcom worth $4.61M as of Q1 2026.
Continuum Advisory bought 680 Broadcom shares in Q1 2026, an estimated $224K.
Broadcom made up 0.44% of Continuum Advisory's portfolio in Q1 2026, its #53 holding.
Continuum Advisory first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
Continuum Advisory's Broadcom position peaked at $4.92M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.