FourThought Financial Partners’s Broadcom AVGO Stock Holding History

FourThought Financial Partners’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	$46.5M	Buy	150,196 +1,730	+1%	+$569K	4.01%	2
2025 Q4	$51.4M	Buy	148,466 +2,254	+2%	+$806K	4.34%	2
2025 Q3	$48.2M	Sell	146,212 -3,838	-3%	-$1.18M	4.24%	2
2025 Q2	$41.4M	Buy	150,050 +565	+0.4%	+$123K	4.08%	2
2025 Q1	$25M	Sell	149,485 -3,459	-2%	-$732K	2.62%	4
2024 Q4	$35.5M	Sell	152,944 -189	-0.1%	-$35K	3.68%	2
2024 Q3	$26.4M	Sell	153,133 -2,177	-1%	-$349K	3.13%	5
2024 Q2	$24.9M	Sell	155,310 -7,620	-5%	-$1.07M	3.21%	3
2024 Q1	$21.6M	Sell	162,930 -5,880	-3%	-$729K	2.47%	3
2023 Q4	$18.8M	Sell	168,810 -3,730	-2%	-$353K	2.36%	4
2023 Q3	$14.3M	Sell	172,540 -5,540	-3%	-$480K	2%	4
2023 Q2	$15.4M	Sell	178,080 -4,980	-3%	-$355K	2.03%	4
2023 Q1	$11.7M	Sell	183,060 -640	-0.3%	-$38.5K	1.61%	10
2022 Q4	$10.3M	Buy	+183,700	New	+$9.21M	1.49%	18

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

FourThought Financial Partners's AVGO Position: Q1 2026 in Review

FourThought Financial Partners increased its Broadcom (AVGO) stake by 1.2% in Q1 2026, buying an estimated $569K and bringing the position to 150,196 shares worth $46.5M. The position accounts for 4.01% of the portfolio, ranked #2.

FourThought Financial Partners first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $51.4M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

FourThought Financial Partners held 150,196 shares of Broadcom worth $46.5M as of Q1 2026.
FourThought Financial Partners bought 1,730 Broadcom shares in Q1 2026, an estimated $569K.
Broadcom made up 4.01% of FourThought Financial Partners's portfolio in Q1 2026, its #2 holding.
FourThought Financial Partners first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's Broadcom position peaked at $51.4M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.