Fidelis Capital Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$20.8M Buy
67,050
+3,585
+6% +$1.18M 1.48% 14
2025
Q4
$22M Buy
63,465
+1,875
+3% +$671K 1.6% 13
2025
Q3
$20.3M Buy
61,590
+11,686
+23% +$3.59M 1.59% 13
2025
Q2
$15.1M Buy
49,904
+748
+2% +$162K 1.37% 15
2025
Q1
$9.45M Buy
49,156
+188
+0.4% +$39.8K 1% 21
2024
Q4
$10.7M Buy
48,968
+3,858
+9% +$714K 1.07% 21
2024
Q3
$7.83M Sell
45,110
-393,270
-90% -$63M 0.93% 24
2024
Q2
$5.97M Buy
438,380
+397,620
+976% +$55.7M 0.85% 26
2024
Q1
$5.4M Buy
40,760
+9,000
+28% +$1.12M 0.82% 26
2023
Q4
$3.55M Buy
31,760
+5,360
+20% +$508K 0.78% 26
2023
Q3
$2.19M Buy
26,400
+800
+3% +$69.3K 0.75% 25
2023
Q2
$2.22M Buy
25,600
+1,360
+6% +$97K 0.81% 25
2023
Q1
$1.53M Buy
24,240
+14,090
+139% +$848K 0.65% 38
2022
Q4
$586K Buy
+10,150
New +$509K 0.69% 45

Other funds holding AVGO

Fidelis Capital Partners's AVGO Position: Q1 2026 in Review

Fidelis Capital Partners increased its Broadcom (AVGO) stake by 5.6% in Q1 2026, buying an estimated $1.18M and bringing the position to 67,050 shares worth $20.8M. The position accounts for 1.48% of the portfolio, ranked #14.

Fidelis Capital Partners first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $22M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Fidelis Capital Partners held 67,050 shares of Broadcom worth $20.8M as of Q1 2026.
  • Fidelis Capital Partners bought 3,585 Broadcom shares in Q1 2026, an estimated $1.18M.
  • Broadcom made up 1.48% of Fidelis Capital Partners's portfolio in Q1 2026, its #14 holding.
  • Fidelis Capital Partners first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • Fidelis Capital Partners's Broadcom position peaked at $22M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.