KW Wealth Management’s Broadcom AVGO Stock Holding History

KW Wealth Management’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	-1,080	Closed	-$374K	–	8
2025 Q4	$374K	Buy	1,080 +390	+57%	+$139K	0.57%	44
2025 Q3	$228K	Buy	+690	New	+$212K	0.39%	68

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KW Wealth Management's AVGO Position: Q1 2026 in Review

KW Wealth Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 1,080 shares — an estimated $374K sold.

KW Wealth Management first reported a position in AVGO in Q3 2025 and held it in 2 quarters. The position peaked at $374K in Q4 2025. 4,687 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

KW Wealth Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 1,080 Broadcom shares in Q1 2026, an estimated $374K.
KW Wealth Management first reported a position in Broadcom in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Broadcom position peaked at $374K in Q4 2025.
4,687 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.