McCarter Private Wealth Services’s Broadcom AVGO Stock Holding History

McCarter Private Wealth 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	$12.7M	Sell	41,115 -1,992	-5%	-$655K	5.53%	1
2025 Q4	$14.9M	Sell	43,107 -1,333	-3%	-$477K	6.71%	1
2025 Q3	$14.7M	Sell	44,440 -5,570	-11%	-$1.71M	7.51%	1
2025 Q2	$13.8M	Sell	50,010 -5,487	-10%	-$1.19M	7.88%	1
2025 Q1	$9.29M	Sell	55,497 -2,556	-4%	-$541K	6.09%	1
2024 Q4	$13.5M	Sell	58,053 -1,224	-2%	-$226K	8.54%	1
2024 Q3	$10.2M	Buy	+59,277	New	+$9.5M	6.47%	1

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

McCarter Private Wealth Services's AVGO Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its Broadcom (AVGO) stake by 4.6% in Q1 2026, selling an estimated $655K and leaving 41,115 shares worth $12.7M. The position accounts for 5.53% of the portfolio, ranked #1.

McCarter Private Wealth Services first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.9M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

McCarter Private Wealth Services held 41,115 shares of Broadcom worth $12.7M as of Q1 2026.
McCarter Private Wealth Services sold 1,992 Broadcom shares in Q1 2026, an estimated $655K.
Broadcom made up 5.53% of McCarter Private Wealth Services's portfolio in Q1 2026, its #1 holding.
McCarter Private Wealth Services first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Broadcom position peaked at $14.9M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.