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Greykasell Wealth Strategies’s Broadcom AVGO Stock Holding History

Greykasell Wealth Strategies’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 		$2.54M Sell
8,222
-59
-0.7% -$19.4K 1.03% 23
2025
Q4 		$2.87M Sell
8,281
-379
-4% -$136K 1.13% 22
2025
Q3 		$2.86M Buy
8,660
+605
+8% +$186K 1.2% 22
2025
Q2 		$2.22M Buy
8,055
+68
+0.9% +$14.8K 1.06% 26
2025
Q1 		$1.34M Buy
7,987
+225
+3% +$47.6K 0.71% 38
2024
Q4 		$1.8M Buy
+7,762
New +$1.44M 1% 32

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

Greykasell Wealth Strategies's AVGO Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its Broadcom (AVGO) stake by 0.71% in Q1 2026, selling an estimated $19.4K and leaving 8,222 shares worth $2.54M. The position accounts for 1.03% of the portfolio, ranked #23.

Greykasell Wealth Strategies first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.87M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Greykasell Wealth Strategies held 8,222 shares of Broadcom worth $2.54M as of Q1 2026.
  • Greykasell Wealth Strategies sold 59 Broadcom shares in Q1 2026, an estimated $19.4K.
  • Broadcom made up 1.03% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #23 holding.
  • Greykasell Wealth Strategies first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Broadcom position peaked at $2.87M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.