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
2024
Q4 		– Hold
0
– -$690K – 503
2024
Q3 		– Hold
0
– – – 317

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.