Destiny Wealth Partners’s Broadcom AVGO Stock Holding History

Destiny Wealth Partners’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	$11.1M	Buy	35,976 +686	+2%	+$226K	1.22%	28
2025 Q4	$11.5M	Buy	35,290 +324	+0.9%	+$116K	1.32%	28
2025 Q3	$11.5M	Sell	34,966 -3,376	-9%	-$1.04M	1.41%	23
2025 Q2	$10.6M	Buy	38,342 +5,316	+16%	+$1.15M	1.42%	22
2025 Q1	$5.53M	Buy	33,026 +6,013	+22%	+$1.27M	0.88%	40
2024 Q4	$6.26M	Buy	27,013 +24,953	+1,211%	+$4.62M	1.02%	35
2024 Q3	$355K	Buy	2,060 +50	+2%	+$8.02K	0.06%	119
2024 Q2	$323K	Hold	2,010	–	–	0.06%	118
2024 Q1	$266K	Hold	2,010	–	–	0.05%	132
2023 Q4	$211K	Buy	+2,010	New	+$190K	0.04%	150
2023 Q1	–	Sell	-2,010	Closed	-$112K	–	213
2022 Q4	$112K	Hold	2,010	–	–	0.02%	223
2022 Q3	$89K	Hold	2,010	–	–	0.02%	233
2022 Q2	$98K	Hold	2,010	–	–	0.02%	234
2022 Q1	$127K	Hold	2,010	–	–	0.02%	198
2021 Q4	$134K	Hold	2,010	–	–	0.03%	208
2021 Q3	$97K	Buy	+2,010	New	+$97.7K	0.02%	217
2021 Q2	–	Sell	-2,010	Closed	-$93K	–	208
2021 Q1	$93K	Hold	2,010	–	–	0.02%	207
2020 Q4	$88K	Buy	+2,010	New	+$78.4K	0.02%	242

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

Destiny Wealth Partners's AVGO Position: Q1 2026 in Review

Destiny Wealth Partners increased its Broadcom (AVGO) stake by 1.9% in Q1 2026, buying an estimated $226K and bringing the position to 35,976 shares worth $11.1M. The position accounts for 1.22% of the portfolio, ranked #28.

Destiny Wealth Partners first reported a position in AVGO in Q4 2020 and has held it in 18 quarters since. The position peaked at $11.5M in Q3 2025. 4,661 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Destiny Wealth Partners held 35,976 shares of Broadcom worth $11.1M as of Q1 2026.
Destiny Wealth Partners bought 686 Broadcom shares in Q1 2026, an estimated $226K.
Broadcom made up 1.22% of Destiny Wealth Partners's portfolio in Q1 2026, its #28 holding.
Destiny Wealth Partners first reported a position in Broadcom in Q4 2020 and has held it in 18 quarters since.
Destiny Wealth Partners's Broadcom position peaked at $11.5M in Q3 2025.
4,661 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.