Diversify Advisory Services’s Broadcom AVGO Stock Holding History

Diversify Advisory Services’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	$30.8M	Sell	75,982 -62,166	-45%	-$20.5M	4.7%	4
2025 Q4	$48.6M	Buy	138,148 +5,764	+4%	+$2.06M	1.54%	10
2025 Q3	$48M	Sell	132,384 -625	-0.5%	-$192K	1.61%	11
2025 Q2	$41.6M	Buy	133,009 +6,099	+5%	+$1.32M	1.59%	12
2025 Q1	$24.3M	Buy	126,910 +32,142	+34%	+$6.8M	1.52%	11
2024 Q4	$21.3M	Buy	94,768 +31,492	+50%	+$5.82M	1.17%	15
2024 Q3	$11.4M	Buy	63,276 +1,586	+3%	+$254K	0.61%	27
2024 Q2	$10.7M	Buy	61,690 +7,650	+14%	+$1.07M	0.59%	29
2024 Q1	$7.3M	Buy	+54,040	New	+$6.7M	0.43%	47

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

Diversify Advisory Services's AVGO Position: Q1 2026 in Review

Diversify Advisory Services reduced its Broadcom (AVGO) stake by 45% in Q1 2026, selling an estimated $20.5M and leaving 75,982 shares worth $30.8M. The position accounts for 4.7% of the portfolio, ranked #4.

Diversify Advisory Services first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $48.6M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Diversify Advisory Services held 75,982 shares of Broadcom worth $30.8M as of Q1 2026.
Diversify Advisory Services sold 62,166 Broadcom shares in Q1 2026, an estimated $20.5M.
Broadcom made up 4.7% of Diversify Advisory Services's portfolio in Q1 2026, its #4 holding.
Diversify Advisory Services first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Broadcom position peaked at $48.6M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.