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	$15.8K	Sell	3,500 -1,000	-22%	-$329K	﹤0.01%	315
2025 Q4	$17.4K	Hold	4,500	–	–	﹤0.01%	313
2025 Q3	$22.3K	Buy	4,500 +500	+13%	+$153K	﹤0.01%	275
2025 Q2	$25.3K	Buy	4,000 +1,000	+33%	+$217K	﹤0.01%	256
2025 Q1	$71.3K	Buy	3,000 +1,000	+50%	+$212K	﹤0.01%	238
2024 Q4	$16K	Buy	2,000 +1,000	+100%	+$185K	﹤0.01%	235
2024 Q3	$11.5K	Buy	+1,000	New	+$160K	﹤0.01%	227

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.