Empowered Funds’s Broadcom AVGO Stock Holding History

Empowered Funds’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
2023 Q1	–	Sell	-112,150	Closed	-$6.27M	–	528
2022 Q4	$6.27M	Buy	+112,150	New	+$5.62M	0.41%	64

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

Empowered Funds's AVGO Position: Q1 2026 in Review

Empowered Funds increased its Broadcom (AVGO) stake by 65% in Q1 2026, buying an estimated $90.6M and bringing the position to 699,504 shares worth $217M. The position accounts for 1.38% of the portfolio, ranked #5.

Empowered Funds first reported a position in AVGO in Q3 2019 and has held it in 20 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Empowered Funds held 699,504 shares of Broadcom worth $217M as of Q1 2026.
Empowered Funds bought 275,197 Broadcom shares in Q1 2026, an estimated $90.6M.
Broadcom made up 1.38% of Empowered Funds's portfolio in Q1 2026, its #5 holding.
Empowered Funds first reported a position in Broadcom in Q3 2019 and has held it in 20 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.