Curtis Advisory Group’s Broadcom AVGO Stock Holding History

Curtis Advisory 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
2026 Q1	$2.84M	Buy	9,168 +70	+0.8%	+$23K	0.61%	37
2025 Q4	$3.15M	Buy	9,098 +4,922	+118%	+$1.76M	0.66%	34
2025 Q3	$1.38M	Buy	4,176 +1,676	+67%	+$514K	0.31%	46
2025 Q2	$689K	Buy	+2,500	New	+$543K	0.17%	60

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

Curtis Advisory Group's AVGO Position: Q1 2026 in Review

Curtis Advisory Group increased its Broadcom (AVGO) stake by 0.77% in Q1 2026, buying an estimated $23K and bringing the position to 9,168 shares worth $2.84M. The position accounts for 0.61% of the portfolio, ranked #37.

Curtis Advisory Group first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.15M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Curtis Advisory Group held 9,168 shares of Broadcom worth $2.84M as of Q1 2026.
Curtis Advisory Group bought 70 Broadcom shares in Q1 2026, an estimated $23K.
Broadcom made up 0.61% of Curtis Advisory Group's portfolio in Q1 2026, its #37 holding.
Curtis Advisory Group first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
Curtis Advisory Group's Broadcom position peaked at $3.15M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.