EFN
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Equita Financial Network’s Broadcom AVGO Stock Holding History

Equita Financial Network’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 		$212K Sell
684
-256
-27% -$84.2K 0.07% 80
2025
Q4 		$325K Sell
940
-39
-4% -$13.9K 0.1% 75
2025
Q3 		$323K Sell
979
-42
-4% -$12.9K 0.11% 71
2025
Q2 		$281K Buy
+1,021
New +$222K 0.11% 67

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

Equita Financial Network's AVGO Position: Q1 2026 in Review

Equita Financial Network reduced its Broadcom (AVGO) stake by 27% in Q1 2026, selling an estimated $84.2K and leaving 684 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #80.

Equita Financial Network first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $325K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Equita Financial Network held 684 shares of Broadcom worth $212K as of Q1 2026.
  • Equita Financial Network sold 256 Broadcom shares in Q1 2026, an estimated $84.2K.
  • Broadcom made up 0.07% of Equita Financial Network's portfolio in Q1 2026, its #80 holding.
  • Equita Financial Network first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Equita Financial Network's Broadcom position peaked at $325K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.