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HTG Investment Advisors’s Broadcom AVGO Stock Holding History

HTG Investment 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 		$354K Buy
1,144
+361
+46% +$119K 0.1% 62
2025
Q4 		$271K Hold
783
– – 0.08% 66
2025
Q3 		$258K Sell
783
-55
-7% -$16.9K 0.09% 66
2025
Q2 		$231K Buy
+838
New +$182K 0.09% 64

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

HTG Investment Advisors's AVGO Position: Q1 2026 in Review

HTG Investment Advisors increased its Broadcom (AVGO) stake by 46% in Q1 2026, buying an estimated $119K and bringing the position to 1,144 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #62.

HTG Investment Advisors first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • HTG Investment Advisors held 1,144 shares of Broadcom worth $354K as of Q1 2026.
  • HTG Investment Advisors bought 361 Broadcom shares in Q1 2026, an estimated $119K.
  • Broadcom made up 0.1% of HTG Investment Advisors's portfolio in Q1 2026, its #62 holding.
  • HTG Investment Advisors first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.