HWA
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Hillcrest Wealth Advisors’s Broadcom AVGO Stock Holding History

Hillcrest Wealth Advisors’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 		– Sell
-600
Closed -$208K – 52
2025
Q4 		$208K Sell
600
-21
-3% -$7.51K 0.09% 50
2025
Q3 		$205K Buy
+621
New +$191K 0.09% 52

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

Hillcrest Wealth Advisors's AVGO Position: Q1 2026 in Review

Hillcrest Wealth Advisors sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 600 shares — an estimated $208K sold.

Hillcrest Wealth Advisors first reported a position in AVGO in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Hillcrest Wealth Advisors reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 600 Broadcom shares in Q1 2026, an estimated $208K.
  • Hillcrest Wealth Advisors first reported a position in Broadcom in Q3 2025 and held it in 2 quarters.
  • Hillcrest Wealth Advisors's Broadcom position peaked at $208K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.