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Gutierrez Wealth Advisory’s Broadcom AVGO Stock Holding History

Gutierrez Wealth Advisory’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 		$369K Sell
1,193
-109
-8% -$35.9K 0.23% 48
2025
Q4 		$451K Sell
1,302
-589
-31% -$211K 0.28% 38
2025
Q3 		$624K Sell
1,891
-556
-23% -$171K 0.4% 30
2025
Q2 		$675K Sell
2,447
-734
-23% -$159K 0.45% 27
2025
Q1 		$533K Buy
3,181
+321
+11% +$67.9K 0.43% 22
2024
Q4 		$663K Buy
+2,860
New +$529K 0.55% 18

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

Gutierrez Wealth Advisory's AVGO Position: Q1 2026 in Review

Gutierrez Wealth Advisory reduced its Broadcom (AVGO) stake by 8.4% in Q1 2026, selling an estimated $35.9K and leaving 1,193 shares worth $369K. The position accounts for 0.23% of the portfolio, ranked #48.

Gutierrez Wealth Advisory first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $675K in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Gutierrez Wealth Advisory held 1,193 shares of Broadcom worth $369K as of Q1 2026.
  • Gutierrez Wealth Advisory sold 109 Broadcom shares in Q1 2026, an estimated $35.9K.
  • Broadcom made up 0.23% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #48 holding.
  • Gutierrez Wealth Advisory first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Gutierrez Wealth Advisory's Broadcom position peaked at $675K in Q2 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.