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Intellus Advisors’s Broadcom AVGO Stock Holding History

Intellus 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 		$14.7M Sell
47,450
-1,505
-3% -$495K 2.01% 20
2025
Q4 		$16.9M Sell
48,955
-3,386
-6% -$1.21M 2.25% 17
2025
Q3 		$17.3M Sell
52,341
-3,639
-7% -$1.12M 2.36% 19
2025
Q2 		$15.4M Sell
55,980
-513
-0.9% -$111K 2.3% 17
2025
Q1 		$9.46M Buy
56,493
+17
+0% +$3.6K 1.65% 24
2024
Q4 		$13.1M Buy
+56,476
New +$10.4M 2.27% 14

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

Intellus Advisors's AVGO Position: Q1 2026 in Review

Intellus Advisors reduced its Broadcom (AVGO) stake by 3.1% in Q1 2026, selling an estimated $495K and leaving 47,450 shares worth $14.7M. The position accounts for 2.01% of the portfolio, ranked #20.

Intellus Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.3M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Intellus Advisors held 47,450 shares of Broadcom worth $14.7M as of Q1 2026.
  • Intellus Advisors sold 1,505 Broadcom shares in Q1 2026, an estimated $495K.
  • Broadcom made up 2.01% of Intellus Advisors's portfolio in Q1 2026, its #20 holding.
  • Intellus Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's Broadcom position peaked at $17.3M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.