Focus Partners Wealth
AVGO icon

Focus Partners Wealth’s Broadcom AVGO Stock Holding History

Focus Partners Wealth’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 		$998M Buy
3,215,540
+611,682
+23% +$201M 1.11% 13
2025
Q4 		$900M Buy
2,603,858
+1,209,615
+87% +$433M 1.03% 17
2025
Q3 		$460M Buy
1,394,243
+341,239
+32% +$105M 0.74% 34
2025
Q2 		$290M Buy
1,053,004
+69,443
+7% +$15.1M 0.63% 35
2025
Q1 		$165M Buy
983,561
+93,958
+11% +$19.9M 0.41% 51
2024
Q4 		$206M Buy
889,603
+386,076
+77% +$71.4M 0.54% 37
2024
Q3 		$86.8M Buy
503,527
+73,317
+17% +$11.8M 0.28% 77
2024
Q2 		$6.91M Sell
430,210
-20,250
-4% -$2.84M 0.02% 436
2024
Q1 		$59.7M Buy
450,460
+298,960
+197% +$37M 0.48% 47
2023
Q4 		$16.9M Buy
+151,500
New +$14.3M 0.22% 120

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

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

Focus Partners Wealth increased its Broadcom (AVGO) stake by 23% in Q1 2026, buying an estimated $201M and bringing the position to 3,215,540 shares worth $998M. The position accounts for 1.11% of the portfolio, ranked #13.

Focus Partners Wealth first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Focus Partners Wealth held 3,215,540 shares of Broadcom worth $998M as of Q1 2026.
  • Focus Partners Wealth bought 611,682 Broadcom shares in Q1 2026, an estimated $201M.
  • Broadcom made up 1.11% of Focus Partners Wealth's portfolio in Q1 2026, its #13 holding.
  • Focus Partners Wealth first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.