FDW
AVGO icon

Fourth Dimension Wealth’s Broadcom AVGO Stock Holding History

Fourth Dimension 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 		$1.01M Buy
3,265
+961
+42% +$316K 0.38% 51
2025
Q4 		$797K Buy
2,304
+136
+6% +$48.6K 0.29% 60
2025
Q3 		$715K Buy
2,168
+154
+8% +$47.2K 0.27% 62
2025
Q2 		$555K Buy
2,014
+1,714
+571% +$372K 0.23% 70
2025
Q1 		$50.3K Sell
300
-200
-40% -$42.3K 0.02% 219
2024
Q4 		$116K Buy
+500
New +$92.5K 0.06% 139

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

Fourth Dimension Wealth's AVGO Position: Q1 2026 in Review

Fourth Dimension Wealth increased its Broadcom (AVGO) stake by 42% in Q1 2026, buying an estimated $316K and bringing the position to 3,265 shares worth $1.01M. The position accounts for 0.38% of the portfolio, ranked #51.

Fourth Dimension Wealth first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Fourth Dimension Wealth held 3,265 shares of Broadcom worth $1.01M as of Q1 2026.
  • Fourth Dimension Wealth bought 961 Broadcom shares in Q1 2026, an estimated $316K.
  • Broadcom made up 0.38% of Fourth Dimension Wealth's portfolio in Q1 2026, its #51 holding.
  • Fourth Dimension Wealth first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.