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Cooper/Haims Advisors’s Broadcom AVGO Stock Holding History

Cooper/Haims Advisors’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 		$472K Buy
1,526
+279
+22% +$91.8K 0.22% 48
2025
Q4 		$432K Sell
1,247
-168
-12% -$60.1K 0.2% 52
2025
Q3 		$467K Buy
1,415
+101
+8% +$31K 0.22% 49
2025
Q2 		$362K Buy
+1,314
New +$285K 0.18% 51
2025
Q1 		– Sell
-993
Closed -$230K – 80
2024
Q4 		$230K Buy
+993
New +$184K 0.13% 69

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

Cooper/Haims Advisors's AVGO Position: Q1 2026 in Review

Cooper/Haims Advisors increased its Broadcom (AVGO) stake by 22% in Q1 2026, buying an estimated $91.8K and bringing the position to 1,526 shares worth $472K. The position accounts for 0.22% of the portfolio, ranked #48.

Cooper/Haims Advisors first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Cooper/Haims Advisors held 1,526 shares of Broadcom worth $472K as of Q1 2026.
  • Cooper/Haims Advisors bought 279 Broadcom shares in Q1 2026, an estimated $91.8K.
  • Broadcom made up 0.22% of Cooper/Haims Advisors's portfolio in Q1 2026, its #48 holding.
  • Cooper/Haims Advisors first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.