Insight Wealth Partners’s Broadcom AVGO Stock Holding History

Insight Wealth Partners’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	$2.39M	Buy	7,712 +42	+0.5%	+$13.8K	0.33%	26
2025 Q4	$2.65M	Buy	7,670 +3	+0%	+$1.07K	0.36%	22
2025 Q3	$2.53M	Buy	7,667 +155	+2%	+$47.6K	0.77%	23
2025 Q2	$2.07M	Buy	7,512 +332	+5%	+$72.1K	0.8%	24
2025 Q1	$1.2M	Sell	7,180 -106	-1%	-$22.4K	0.2%	36
2024 Q4	$1.69M	Buy	7,286 +27	+0.4%	+$4.99K	0.23%	29
2024 Q3	$1.25M	Sell	7,259 -11	-0.2%	-$1.76K	0.25%	38
2024 Q2	$1.17M	Buy	7,270 +850	+13%	+$119K	0.2%	32
2024 Q1	$851K	Buy	6,420 +1,750	+37%	+$217K	0.15%	40
2023 Q4	$521K	Buy	4,670 +2,070	+80%	+$196K	0.09%	52
2023 Q3	$216K	Buy	2,600 +10	+0.4%	+$867	0.04%	69
2023 Q2	$225K	Buy	+2,590	New	+$185K	0.05%	68
2022 Q2	–	Sell	-9,470	Closed	-$596K	–	61
2022 Q1	$596K	Sell	9,470 -3,950	-29%	-$235K	0.33%	38
2021 Q4	$893K	Buy	+13,420	New	+$754K	0.17%	32

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

Insight Wealth Partners's AVGO Position: Q1 2026 in Review

Insight Wealth Partners increased its Broadcom (AVGO) stake by 0.55% in Q1 2026, buying an estimated $13.8K and bringing the position to 7,712 shares worth $2.39M. The position accounts for 0.33% of the portfolio, ranked #26.

Insight Wealth Partners first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.65M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Insight Wealth Partners held 7,712 shares of Broadcom worth $2.39M as of Q1 2026.
Insight Wealth Partners bought 42 Broadcom shares in Q1 2026, an estimated $13.8K.
Broadcom made up 0.33% of Insight Wealth Partners's portfolio in Q1 2026, its #26 holding.
Insight Wealth Partners first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
Insight Wealth Partners's Broadcom position peaked at $2.65M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.