Destination Wealth Management’s Broadcom AVGO Stock Holding History

Destination Wealth Management’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	$10.4M	Sell	33,629 -1,397	-4%	-$460K	0.27%	76
2025 Q4	$12.1M	Buy	35,026 +9,534	+37%	+$3.41M	0.32%	73
2025 Q3	$8.41M	Buy	25,492 +519	+2%	+$159K	0.23%	81
2025 Q2	$6.88M	Sell	24,973 -3,596	-13%	-$781K	0.2%	84
2025 Q1	$4.78M	Buy	28,569 +9,489	+50%	+$2.01M	0.15%	98
2024 Q4	$4.42M	Buy	19,080 +233	+1%	+$43.1K	0.14%	98
2024 Q3	$3.25M	Buy	18,847 +15,957	+552%	+$2.56M	0.1%	102
2024 Q2	$464K	Buy	2,890 +50	+2%	+$7.01K	0.02%	154
2024 Q1	$376K	Sell	2,840 -520	-15%	-$64.4K	0.01%	162
2023 Q4	$375K	Buy	+3,360	New	+$318K	0.01%	156
2021 Q2	–	Sell	-5,600	Closed	-$259K	–	182
2021 Q1	$259K	Buy	+5,600	New	+$259K	0.01%	164
2019 Q3	–	Sell	-1,900	Closed	-$55K	–	166
2019 Q2	$55K	Buy	1,900 +540	+40%	+$15.7K	﹤0.01%	262
2019 Q1	$41K	Buy	+1,360	New	+$36.9K	﹤0.01%	292
2018 Q3	–	Sell	-900	Closed	-$22K	–	688
2018 Q2	$22K	Buy	+900	New	+$22.1K	﹤0.01%	338

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

Destination Wealth Management's AVGO Position: Q1 2026 in Review

Destination Wealth Management reduced its Broadcom (AVGO) stake by 4% in Q1 2026, selling an estimated $460K and leaving 33,629 shares worth $10.4M. The position accounts for 0.27% of the portfolio, ranked #76.

Destination Wealth Management first reported a position in AVGO in Q2 2018 and has held it in 14 quarters since. The position peaked at $12.1M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Destination Wealth Management held 33,629 shares of Broadcom worth $10.4M as of Q1 2026.
Destination Wealth Management sold 1,397 Broadcom shares in Q1 2026, an estimated $460K.
Broadcom made up 0.27% of Destination Wealth Management's portfolio in Q1 2026, its #76 holding.
Destination Wealth Management first reported a position in Broadcom in Q2 2018 and has held it in 14 quarters since.
Destination Wealth Management's Broadcom position peaked at $12.1M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.