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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 		– Hold
0
– – – 346
2025
Q4 		– Hold
0
– – – 294
2025
Q3 		– Hold
0
– – – 280
2025
Q2 		– Hold
0
– – – 296
2025
Q1 		– Hold
0
– -$696K – 431
2024
Q4 		– Hold
0
– – – 178
2024
Q3 		– Hold
0
– – – 209

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. 4,662 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.
  • 4,662 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.