CAG
AVGO icon

Crestwood Advisors Group’s Broadcom AVGO Stock Holding History

Crestwood Advisors Group’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
2025
Q4 		– Sell
-4,500
Closed -$1.48M – 696
2025
Q3 		$1.48M Hold
4,500
– – 0.03% 244
2025
Q2 		$1.24M Hold
4,500
– – 0.02% 256
2025
Q1 		$753K Buy
+4,500
New +$952K 0.01% 298

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

Crestwood Advisors Group's AVGO Position: Q1 2026 in Review

Crestwood Advisors Group increased its Broadcom (AVGO) stake by 8.8% in Q1 2026, buying an estimated $8.31M and bringing the position to 311,286 shares worth $96.3M. The position accounts for 1.62% of the portfolio, ranked #12.

Crestwood Advisors Group first reported a position in AVGO in Q1 2017 and has held it in 25 quarters since. The position peaked at $99M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Crestwood Advisors Group held 311,286 shares of Broadcom worth $96.3M as of Q1 2026.
  • Crestwood Advisors Group bought 25,247 Broadcom shares in Q1 2026, an estimated $8.31M.
  • Broadcom made up 1.62% of Crestwood Advisors Group's portfolio in Q1 2026, its #12 holding.
  • Crestwood Advisors Group first reported a position in Broadcom in Q1 2017 and has held it in 25 quarters since.
  • Crestwood Advisors Group's Broadcom position peaked at $99M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.