KAS
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Kestra Advisory Services’s Broadcom AVGO Stock Holding History

Kestra Advisory Services’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
-4,100
Closed -$1.42M – 3202
2025
Q4 		$1.42M Buy
+4,100
New +$1.47M 0.01% 1427

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

Kestra Advisory Services's AVGO Position: Q1 2026 in Review

Kestra Advisory Services increased its Broadcom (AVGO) stake by 22% in Q1 2026, buying an estimated $28.8M and bringing the position to 482,379 shares worth $149M. The position accounts for 0.57% of the portfolio, ranked #24.

Kestra Advisory Services first reported a position in AVGO in Q3 2020 and has held it in 23 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Kestra Advisory Services held 482,379 shares of Broadcom worth $149M as of Q1 2026.
  • Kestra Advisory Services bought 87,524 Broadcom shares in Q1 2026, an estimated $28.8M.
  • Broadcom made up 0.57% of Kestra Advisory Services's portfolio in Q1 2026, its #24 holding.
  • Kestra Advisory Services first reported a position in Broadcom in Q3 2020 and has held it in 23 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.