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High Note Wealth’s Broadcom AVGO Stock Holding History

High Note Wealth’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 		$3.75M Buy
12,119
+154
+1% +$50.7K 0.74% 35
2025
Q4 		$4.14M Buy
11,965
+506
+4% +$181K 0.81% 32
2025
Q3 		$3.78M Buy
11,459
+9,419
+462% +$2.89M 0.76% 38
2025
Q2 		$562K Sell
2,040
-64
-3% -$13.9K 0.13% 75
2025
Q1 		$352K Hold
2,104
– – 0.09% 78
2024
Q4 		$488K Hold
2,104
– – 0.13% 69
2024
Q3 		$363K Sell
2,104
-6
-0.3% -$962 0.1% 79
2024
Q2 		$339K Sell
2,110
-40
-2% -$5.61K 0.1% 80
2024
Q1 		$285K Buy
2,150
+10
+0.5% +$1.24K 0.09% 82
2023
Q4 		$239K Buy
+2,140
New +$203K 0.09% 86

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

High Note Wealth's AVGO Position: Q1 2026 in Review

High Note Wealth increased its Broadcom (AVGO) stake by 1.3% in Q1 2026, buying an estimated $50.7K and bringing the position to 12,119 shares worth $3.75M. The position accounts for 0.74% of the portfolio, ranked #35.

High Note Wealth first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.14M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • High Note Wealth held 12,119 shares of Broadcom worth $3.75M as of Q1 2026.
  • High Note Wealth bought 154 Broadcom shares in Q1 2026, an estimated $50.7K.
  • Broadcom made up 0.74% of High Note Wealth's portfolio in Q1 2026, its #35 holding.
  • High Note Wealth first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • High Note Wealth's Broadcom position peaked at $4.14M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.