Invera Wealth Advisors’s Broadcom AVGO Stock Holding History

Invera 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	$2.5M	Buy	8,088 +4,032	+99%	+$1.33M	1.61%	21
2025 Q4	$1.4M	Sell	4,056 -413	-9%	-$148K	0.89%	35
2025 Q3	$1.47M	Sell	4,469 -261	-6%	-$80.1K	0.91%	35
2025 Q2	$1.3M	Sell	4,730 -167	-3%	-$36.3K	0.85%	39
2025 Q1	$820K	Sell	4,897 -3,567	-42%	-$755K	0.53%	66
2024 Q4	$2.03M	Sell	8,464 -701	-8%	-$130K	2.02%	18
2024 Q3	$1.68M	Buy	9,165 +5	+0.1%	+$802	1.67%	22
2024 Q2	$1.57M	Buy	9,160 +800	+10%	+$112K	1.61%	23
2024 Q1	$1.05M	Sell	8,360 -720	-8%	-$89.2K	0.89%	37
2023 Q4	$1.01M	Buy	+9,080	New	+$860K	0.63%	54

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

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

Invera Wealth Advisors increased its Broadcom (AVGO) stake by 99% in Q1 2026, buying an estimated $1.33M and bringing the position to 8,088 shares worth $2.5M. The position accounts for 1.61% of the portfolio, ranked #21.

Invera Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Invera Wealth Advisors held 8,088 shares of Broadcom worth $2.5M as of Q1 2026.
Invera Wealth Advisors bought 4,032 Broadcom shares in Q1 2026, an estimated $1.33M.
Broadcom made up 1.61% of Invera Wealth Advisors's portfolio in Q1 2026, its #21 holding.
Invera Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.