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Knollwood Investment Advisory’s Broadcom AVGO Stock Holding History

Knollwood Investment Advisory’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 		$13.8M Buy
44,572
+3,689
+9% +$1.21M 1.39% 13
2025
Q4 		$14.1M Buy
40,883
+5,452
+15% +$1.95M 1.33% 14
2025
Q3 		$11.7M Buy
35,431
+131
+0.4% +$40.2K 1.05% 18
2025
Q2 		$9.73M Hold
35,300
– – 0.93% 20
2025
Q1 		$5.91M Buy
35,300
+7,300
+26% +$1.55M 0.65% 34
2024
Q4 		$6.49M Hold
28,000
– – 0.68% 30
2024
Q3 		$4.83M Buy
28,000
+11,850
+73% +$1.9M 0.52% 42
2024
Q2 		$2.59M Buy
+16,150
New +$2.26M 0.29% 83

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

Knollwood Investment Advisory's AVGO Position: Q1 2026 in Review

Knollwood Investment Advisory increased its Broadcom (AVGO) stake by 9% in Q1 2026, buying an estimated $1.21M and bringing the position to 44,572 shares worth $13.8M. The position accounts for 1.39% of the portfolio, ranked #13.

Knollwood Investment Advisory first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.1M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Knollwood Investment Advisory held 44,572 shares of Broadcom worth $13.8M as of Q1 2026.
  • Knollwood Investment Advisory bought 3,689 Broadcom shares in Q1 2026, an estimated $1.21M.
  • Broadcom made up 1.39% of Knollwood Investment Advisory's portfolio in Q1 2026, its #13 holding.
  • Knollwood Investment Advisory first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Broadcom position peaked at $14.1M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.