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Curran Financial Partners’s Broadcom AVGO Stock Holding History

Curran Financial Partners’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 		$211K Buy
680
+76
+13% +$25K 0.04% 121
2025
Q4 		$209K Sell
604
-4,038
-87% -$1.44M 0.04% 122
2025
Q3 		$1.53M Sell
4,642
-543
-10% -$167K 0.3% 52
2025
Q2 		$1.43M Buy
+5,185
New +$1.13M 0.32% 53

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

Curran Financial Partners's AVGO Position: Q1 2026 in Review

Curran Financial Partners increased its Broadcom (AVGO) stake by 13% in Q1 2026, buying an estimated $25K and bringing the position to 680 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #121.

Curran Financial Partners first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q3 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Curran Financial Partners held 680 shares of Broadcom worth $211K as of Q1 2026.
  • Curran Financial Partners bought 76 Broadcom shares in Q1 2026, an estimated $25K.
  • Broadcom made up 0.04% of Curran Financial Partners's portfolio in Q1 2026, its #121 holding.
  • Curran Financial Partners first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Curran Financial Partners's Broadcom position peaked at $1.53M in Q3 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.