DAS
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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 		– Sell
-6,000
Closed -$217K – 257
2025
Q4 		$217K Hold
6,000
– – 0.01% 848
2025
Q3 		$237K Buy
+6,000
New +$1.84M 0.01% 792

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
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. 4,662 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.
  • 4,662 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.