Heritage Wealth Management (Ohio)’s Broadcom AVGO Stock Holding History

Heritage Wealth Management (Ohio)’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	$2.48M	Sell	8,004 -71	-0.9%	-$23.4K	1.23%	24
2025 Q4	$2.79M	Sell	8,075 -116	-1%	-$41.5K	0.78%	27
2025 Q3	$2.7M	Sell	8,191 -386	-5%	-$118K	0.79%	25
2025 Q2	$2.36M	Sell	8,577 -6	-0.1%	-$1.3K	0.77%	28
2025 Q1	$1.44M	Buy	8,583 +570	+7%	+$121K	0.49%	51
2024 Q4	$1.86M	Buy	8,013 +81	+1%	+$15K	0.62%	35
2024 Q3	$1.37M	Sell	7,932 -178	-2%	-$28.5K	0.45%	58
2024 Q2	$1.38M	Buy	+8,110	New	+$1.14M	0.46%	57

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

Heritage Wealth Management (Ohio)'s AVGO Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Broadcom (AVGO) stake by 0.88% in Q1 2026, selling an estimated $23.4K and leaving 8,004 shares worth $2.48M. The position accounts for 1.23% of the portfolio, ranked #24.

Heritage Wealth Management (Ohio) first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.79M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Heritage Wealth Management (Ohio) held 8,004 shares of Broadcom worth $2.48M as of Q1 2026.
Heritage Wealth Management (Ohio) sold 71 Broadcom shares in Q1 2026, an estimated $23.4K.
Broadcom made up 1.23% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #24 holding.
Heritage Wealth Management (Ohio) first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Broadcom position peaked at $2.79M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.