Cove Private Wealth’s Broadcom AVGO Stock Holding History

Cove Private Wealth’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	$8.62M	Buy	27,845 +1,117	+4%	+$368K	1.96%	9
2025 Q4	$9.25M	Sell	26,728 -43	-0.2%	-$15.4K	2.75%	8
2025 Q3	$8.83M	Buy	26,771 +10	+0%	+$3.07K	2.8%	8
2025 Q2	$7.38M	Buy	26,761 +3,121	+13%	+$678K	2.6%	7
2025 Q1	$3.96M	Buy	23,640 +140	+0.6%	+$29.6K	2.08%	9
2024 Q4	$5.45M	Hold	23,500	–	–	3.27%	5
2024 Q3	$4.05M	Hold	23,500	–	–	3.15%	5
2024 Q2	$3.77M	Hold	23,500	–	–	3.02%	5
2024 Q1	$3.11M	Hold	23,500	–	–	2.66%	6
2023 Q4	$2.62M	Buy	+23,500	New	+$2.23M	2.49%	9

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

Cove Private Wealth's AVGO Position: Q1 2026 in Review

Cove Private Wealth increased its Broadcom (AVGO) stake by 4.2% in Q1 2026, buying an estimated $368K and bringing the position to 27,845 shares worth $8.62M. The position accounts for 1.96% of the portfolio, ranked #9.

Cove Private Wealth first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.25M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Cove Private Wealth held 27,845 shares of Broadcom worth $8.62M as of Q1 2026.
Cove Private Wealth bought 1,117 Broadcom shares in Q1 2026, an estimated $368K.
Broadcom made up 1.96% of Cove Private Wealth's portfolio in Q1 2026, its #9 holding.
Cove Private Wealth first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Cove Private Wealth's Broadcom position peaked at $9.25M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cove Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.