Delap Wealth Advisory’s Broadcom AVGO Stock Holding History

Delap Wealth Advisory’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	-2,078	Closed	-$719K	–	88
2025 Q4	$719K	Buy	+2,078	New	+$743K	0.28%	44
2024 Q3	–	Sell	-1,380	Closed	-$222K	–	69
2024 Q2	$222K	Sell	1,380 -8,960	-87%	-$1.26M	0.1%	104
2024 Q1	$1.37M	Buy	+10,340	New	+$1.28M	0.55%	34
2023 Q1	–	Sell	-3,970	Closed	-$222K	–	61
2022 Q4	$222K	Buy	+3,970	New	+$199K	0.23%	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

Delap Wealth Advisory's AVGO Position: Q1 2026 in Review

Delap Wealth Advisory sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 2,078 shares — an estimated $719K sold.

Delap Wealth Advisory first reported a position in AVGO in Q4 2022 and held it in 4 quarters. The position peaked at $1.37M in Q1 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Delap Wealth Advisory reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Delap Wealth Advisory sold 2,078 Broadcom shares in Q1 2026, an estimated $719K.
Delap Wealth Advisory first reported a position in Broadcom in Q4 2022 and held it in 4 quarters.
Delap Wealth Advisory's Broadcom position peaked at $1.37M in Q1 2024.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.