EWA
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Exencial Wealth Advisors’s Broadcom AVGO Stock Holding History

Exencial Wealth Advisors’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 		$39.7M Buy
128,199
+9,379
+8% +$3.09M 1.23% 16
2025
Q4 		$41.1M Sell
118,820
-15,008
-11% -$5.37M 1.3% 15
2025
Q3 		$44.2M Buy
133,828
+5,924
+5% +$1.82M 1.44% 13
2025
Q2 		$35.3M Sell
127,904
-2,669
-2% -$580K 1.24% 15
2025
Q1 		$21.9M Buy
130,573
+47,853
+58% +$10.1M 0.81% 29
2024
Q4 		$19.2M Sell
82,720
-23,245
-22% -$4.3M 0.7% 39
2024
Q3 		$18.3M Buy
105,965
+93,365
+741% +$15M 0.66% 42
2024
Q2 		$2.02M Sell
12,600
-1,680
-12% -$235K 0.08% 208
2024
Q1 		$1.89M Sell
14,280
-1,660
-10% -$206K 0.07% 214
2023
Q4 		$1.78M Buy
15,940
+970
+6% +$91.8K 0.07% 208
2023
Q3 		$1.24M Sell
14,970
-20,520
-58% -$1.78M 0.06% 220
2023
Q2 		$3.08M Sell
35,490
-43,540
-55% -$3.11M 0.14% 149
2023
Q1 		$5.07M Buy
79,030
+4,390
+6% +$264K 0.26% 103
2022
Q4 		$4.17M Buy
74,640
+9,980
+15% +$500K 0.22% 119
2022
Q3 		$2.87M Buy
64,660
+2,050
+3% +$105K 0.17% 135
2022
Q2 		$3.04M Sell
62,610
-320
-0.5% -$18K 0.17% 144
2022
Q1 		$3.96M Buy
62,930
+1,690
+3% +$100K 0.2% 137
2021
Q4 		$4.08M Buy
61,240
+4,840
+9% +$272K 0.2% 139
2021
Q3 		$2.73M Buy
56,400
+9,410
+20% +$458K 0.12% 129
2021
Q2 		$2.24M Sell
46,990
-2,370
-5% -$110K 0.12% 173
2021
Q1 		$2.29M Buy
+49,360
New +$2.28M 0.14% 166

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

Exencial Wealth Advisors's AVGO Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Broadcom (AVGO) stake by 7.9% in Q1 2026, buying an estimated $3.09M and bringing the position to 128,199 shares worth $39.7M. The position accounts for 1.23% of the portfolio, ranked #16.

Exencial Wealth Advisors first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. The position peaked at $44.2M in Q3 2025. 4,661 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Exencial Wealth Advisors held 128,199 shares of Broadcom worth $39.7M as of Q1 2026.
  • Exencial Wealth Advisors bought 9,379 Broadcom shares in Q1 2026, an estimated $3.09M.
  • Broadcom made up 1.23% of Exencial Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Exencial Wealth Advisors first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • Exencial Wealth Advisors's Broadcom position peaked at $44.2M in Q3 2025.
  • 4,661 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.