Focus Partners Wealth’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
Sell
-2,000
Closed -$692K 2652
2025
Q4
$692K Buy
+2,000
New +$715K ﹤0.01% 1797
2025
Q1
Sell
-15,000
Closed -$3.48M 1911
2024
Q4
$3.48M Hold
15,000
0.01% 711
2024
Q3
$2.59M Buy
+15,000
New +$2.4M 0.01% 719

Other funds holding AVGO

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. 4,662 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.
  • 4,662 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.