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FAS Wealth Partners’s Broadcom AVGO Stock Holding History

FAS Wealth Partners’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 		$15.5M Sell
50,125
-2,131
-4% -$701K 0.97% 27
2025
Q4 		$18.1M Buy
52,256
+1,838
+4% +$657K 1.17% 20
2025
Q3 		$16.6M Buy
50,418
+755
+2% +$232K 1.13% 20
2025
Q2 		$13.7M Buy
49,663
+4,273
+9% +$928K 1.01% 24
2025
Q1 		$7.6M Sell
45,390
-1,641
-3% -$347K 0.62% 37
2024
Q4 		$10.9M Buy
47,031
+1,250
+3% +$231K 0.92% 29
2024
Q3 		$7.9M Buy
45,781
+3,221
+8% +$516K 0.63% 35
2024
Q2 		$6.83M Sell
42,560
-1,630
-4% -$228K 0.59% 39
2024
Q1 		$5.86M Buy
44,190
+810
+2% +$100K 0.52% 44
2023
Q4 		$4.84M Buy
43,380
+3,780
+10% +$358K 0.46% 50
2023
Q3 		$3.29M Buy
39,600
+930
+2% +$80.6K 0.35% 59
2023
Q2 		$3.35M Buy
38,670
+2,000
+5% +$143K 0.42% 51
2023
Q1 		$2.35M Sell
36,670
-5,680
-13% -$342K 0.26% 86
2022
Q4 		$2.37M Buy
42,350
+6,090
+17% +$305K 0.27% 83
2022
Q3 		$1.61M Buy
36,260
+7,820
+27% +$400K 0.18% 98
2022
Q2 		$1.38M Buy
28,440
+6,180
+28% +$347K 0.15% 104
2022
Q1 		$1.4M Buy
22,260
+6,870
+45% +$408K 0.13% 102
2021
Q4 		$1.02M Buy
15,390
+3,150
+26% +$177K 0.09% 130
2021
Q3 		$593K Buy
12,240
+7,060
+136% +$343K 0.06% 169
2021
Q2 		$247K Buy
+5,180
New +$240K 0.02% 253

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

FAS Wealth Partners's AVGO Position: Q1 2026 in Review

FAS Wealth Partners reduced its Broadcom (AVGO) stake by 4.1% in Q1 2026, selling an estimated $701K and leaving 50,125 shares worth $15.5M. The position accounts for 0.97% of the portfolio, ranked #27.

FAS Wealth Partners first reported a position in AVGO in Q2 2021 and has held it in 20 quarters since. The position peaked at $18.1M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • FAS Wealth Partners held 50,125 shares of Broadcom worth $15.5M as of Q1 2026.
  • FAS Wealth Partners sold 2,131 Broadcom shares in Q1 2026, an estimated $701K.
  • Broadcom made up 0.97% of FAS Wealth Partners's portfolio in Q1 2026, its #27 holding.
  • FAS Wealth Partners first reported a position in Broadcom in Q2 2021 and has held it in 20 quarters since.
  • FAS Wealth Partners's Broadcom position peaked at $18.1M in Q4 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.