Financial Engines Advisors’s Broadcom AVGO Stock Holding History

Financial Engines 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	$4.17M	Buy	13,459 +200	+2%	+$65.8K	0.01%	158
2025 Q4	$4.59M	Sell	13,259 -260	-2%	-$93K	0.01%	155
2025 Q3	$4.46M	Buy	13,519 +177	+1%	+$54.3K	0.01%	162
2025 Q2	$3.68M	Buy	13,342 +4,900	+58%	+$1.06M	0.01%	167
2025 Q1	$1.41M	Buy	8,442 +223	+3%	+$47.2K	﹤0.01%	223
2024 Q4	$1.91M	Buy	8,219 +6,291	+326%	+$1.16M	﹤0.01%	199
2024 Q3	$333K	Sell	1,928 -1,982	-51%	-$318K	﹤0.01%	321
2024 Q2	$628K	Sell	3,910 -120	-3%	-$16.8K	﹤0.01%	246
2024 Q1	$534K	Buy	+4,030	New	+$499K	﹤0.01%	241
2022 Q1	–	Sell	-10,410	Closed	-$693K	–	308
2021 Q4	$693K	Buy	+10,410	New	+$585K	﹤0.01%	134
2018 Q1	–	Sell	-130	Closed	-$3K	–	138
2017 Q4	$3K	Buy	+130	New	+$3.38K	﹤0.01%	124

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Engines Advisors's AVGO Position: Q1 2026 in Review

Financial Engines Advisors increased its Broadcom (AVGO) stake by 1.5% in Q1 2026, buying an estimated $65.8K and bringing the position to 13,459 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #158.

Financial Engines Advisors first reported a position in AVGO in Q4 2017 and has held it in 11 quarters since. The position peaked at $4.59M in Q4 2025. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Financial Engines Advisors held 13,459 shares of Broadcom worth $4.17M as of Q1 2026.
Financial Engines Advisors bought 200 Broadcom shares in Q1 2026, an estimated $65.8K.
Broadcom made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #158 holding.
Financial Engines Advisors first reported a position in Broadcom in Q4 2017 and has held it in 11 quarters since.
Financial Engines Advisors's Broadcom position peaked at $4.59M in Q4 2025.
4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.