Darden Wealth Group’s Broadcom AVGO Stock Holding History

Darden Wealth 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	$6.67M	Sell	21,542 -667	-3%	-$219K	3.4%	6
2025 Q4	$7.69M	Buy	22,209 +1,891	+9%	+$676K	3.73%	6
2025 Q3	$6.7M	Buy	20,318 +1,059	+5%	+$325K	3.5%	6
2025 Q2	$5.31M	Sell	19,259 -186	-1%	-$40.4K	3.2%	6
2025 Q1	$3.26M	Sell	19,445 -2,580	-12%	-$546K	2.52%	7
2024 Q4	$5.11M	Buy	22,025 +3,085	+16%	+$571K	3.44%	6
2024 Q3	$3.27M	Buy	18,940 +850	+5%	+$136K	2.34%	8
2024 Q2	$2.9M	Buy	18,090 +3,820	+27%	+$535K	1.75%	8
2024 Q1	$1.9M	Buy	14,270 +6,060	+74%	+$751K	1.49%	13
2023 Q4	$916K	Buy	+8,210	New	+$777K	0.88%	27

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

Darden Wealth Group's AVGO Position: Q1 2026 in Review

Darden Wealth Group reduced its Broadcom (AVGO) stake by 3% in Q1 2026, selling an estimated $219K and leaving 21,542 shares worth $6.67M. The position accounts for 3.4% of the portfolio, ranked #6.

Darden Wealth Group first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.69M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Darden Wealth Group held 21,542 shares of Broadcom worth $6.67M as of Q1 2026.
Darden Wealth Group sold 667 Broadcom shares in Q1 2026, an estimated $219K.
Broadcom made up 3.4% of Darden Wealth Group's portfolio in Q1 2026, its #6 holding.
Darden Wealth Group first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's Broadcom position peaked at $7.69M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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