Cresta Advisors’s Broadcom AVGO Stock Holding History

Cresta 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	–	Sell	-190	Closed	-$65.8K	–	65
2025 Q4	$65.8K	Buy	+190	New	+$67.9K	0.03%	73

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cresta Advisors's AVGO Position: Q1 2026 in Review

Cresta Advisors sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 190 shares — an estimated $65.8K sold.

Cresta Advisors first reported a position in AVGO in Q4 2025 and held it in 1 quarter. The position peaked at $65.8K in Q4 2025. 4,698 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Cresta Advisors reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Cresta Advisors sold 190 Broadcom shares in Q1 2026, an estimated $65.8K.
Cresta Advisors first reported a position in Broadcom in Q4 2025 and held it in 1 quarter.
Cresta Advisors's Broadcom position peaked at $65.8K in Q4 2025.
4,698 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.