Coordinated Financial Services’s Broadcom AVGO Stock Holding History

Coordinated Financial Services’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	$1.19M	Sell	3,829 -103	-3%	-$33.9K	0.68%	40
2025 Q4	$1.36M	Buy	3,932 +134	+4%	+$47.9K	0.78%	31
2025 Q3	$1.25M	Sell	3,798 -17	-0.4%	-$5.21K	0.8%	33
2025 Q2	$1.05M	Sell	3,815 -294	-7%	-$63.8K	0.73%	40
2025 Q1	$688K	Sell	4,109 -125	-3%	-$26.5K	0.53%	56
2024 Q4	$982K	Buy	+4,234	New	+$783K	0.77%	38
2024 Q2	$715K	Sell	4,460 -10	-0.2%	-$1.4K	0.61%	45
2024 Q1	$592K	Buy	+4,470	New	+$554K	0.52%	54

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

Coordinated Financial Services's AVGO Position: Q1 2026 in Review

Coordinated Financial Services reduced its Broadcom (AVGO) stake by 2.6% in Q1 2026, selling an estimated $33.9K and leaving 3,829 shares worth $1.19M. The position accounts for 0.68% of the portfolio, ranked #40.

Coordinated Financial Services first reported a position in AVGO in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Coordinated Financial Services held 3,829 shares of Broadcom worth $1.19M as of Q1 2026.
Coordinated Financial Services sold 103 Broadcom shares in Q1 2026, an estimated $33.9K.
Broadcom made up 0.68% of Coordinated Financial Services's portfolio in Q1 2026, its #40 holding.
Coordinated Financial Services first reported a position in Broadcom in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Broadcom position peaked at $1.36M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.