High Net Worth Advisory Group’s Broadcom AVGO Stock Holding History

High Net Worth Advisory Group’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	$829K	Sell	2,677 -168	-6%	-$55.3K	0.19%	111
2025 Q4	$985K	Buy	2,845 +183	+7%	+$65.4K	0.23%	98
2025 Q3	$878K	Sell	2,662 -9	-0.3%	-$2.76K	0.21%	100
2025 Q2	$736K	Buy	2,671 +45	+2%	+$9.77K	0.19%	104
2025 Q1	$440K	Hold	2,626	–	–	0.12%	136
2024 Q4	$609K	Buy	2,626 +16	+0.6%	+$2.96K	0.17%	114
2024 Q3	$450K	Hold	2,610	–	–	0.12%	135
2024 Q2	$419K	Buy	2,610 +100	+4%	+$14K	0.13%	131
2024 Q1	$333K	Buy	+2,510	New	+$311K	0.1%	149
2023 Q1	–	Sell	-1,510	Closed	-$84.4K	–	221
2022 Q4	$84.4K	Sell	1,510 -170	-10%	-$8.52K	0.03%	258
2022 Q3	$75K	Hold	1,680	–	–	0.03%	266
2022 Q2	$82K	Hold	1,680	–	–	0.03%	262
2022 Q1	$106K	Hold	1,680	–	–	0.04%	241
2021 Q4	$112K	Buy	+1,680	New	+$94.4K	0.04%	238

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

High Net Worth Advisory Group's AVGO Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Broadcom (AVGO) stake by 5.9% in Q1 2026, selling an estimated $55.3K and leaving 2,677 shares worth $829K. The position accounts for 0.19% of the portfolio, ranked #111.

High Net Worth Advisory Group first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. The position peaked at $985K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

High Net Worth Advisory Group held 2,677 shares of Broadcom worth $829K as of Q1 2026.
High Net Worth Advisory Group sold 168 Broadcom shares in Q1 2026, an estimated $55.3K.
Broadcom made up 0.19% of High Net Worth Advisory Group's portfolio in Q1 2026, its #111 holding.
High Net Worth Advisory Group first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
High Net Worth Advisory Group's Broadcom position peaked at $985K in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.