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Measured Wealth Private Client Group’s Broadcom AVGO Stock Holding History

Measured Wealth Private Client Group’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 		$2.9M Sell
9,385
-1,517
-14% -$499K 0.79% 24
2025
Q4 		$3.77M Sell
10,902
-528
-5% -$189K 1% 21
2025
Q3 		$3.77M Buy
11,430
+113
+1% +$34.7K 1.02% 22
2025
Q2 		$3.12M Sell
11,317
-275
-2% -$59.7K 0.93% 24
2025
Q1 		$1.94M Sell
11,592
-1,522
-12% -$322K 0.62% 25
2024
Q4 		$3.04M Sell
13,114
-4,946
-27% -$915K 0.98% 20
2024
Q3 		$3.12M Sell
18,060
-20
-0.1% -$3.21K 1.04% 19
2024
Q2 		$2.9M Sell
18,080
-1,850
-9% -$259K 1.02% 18
2024
Q1 		$2.64M Buy
19,930
+60
+0.3% +$7.43K 0.92% 20
2023
Q4 		$2.22M Sell
19,870
-970
-5% -$91.8K 0.82% 18
2023
Q3 		$1.73M Sell
20,840
-770
-4% -$66.7K 0.7% 18
2023
Q2 		$1.87M Buy
21,610
+130
+0.6% +$9.27K 0.71% 18
2023
Q1 		$1.38M Buy
21,480
+1,690
+9% +$102K 0.53% 25
2022
Q4 		$1.11M Buy
19,790
+3,960
+25% +$199K 0.46% 33
2022
Q3 		$703K Buy
15,830
+1,880
+13% +$96K 0.31% 43
2022
Q2 		$678K Buy
13,950
+5,890
+73% +$331K 0.3% 52
2022
Q1 		$508K Buy
8,060
+300
+4% +$17.8K 0.19% 66
2021
Q4 		$516K Sell
7,760
-1,500
-16% -$84.3K 0.18% 71
2021
Q3 		$449K Buy
9,260
+3,410
+58% +$166K 0.17% 77
2021
Q2 		$279K Hold
5,850
– – 0.09% 145
2021
Q1 		$271K Hold
5,850
– – 0.1% 125
2020
Q4 		$256K Sell
5,850
-620
-10% -$24.2K 0.11% 115
2020
Q3 		$236K Sell
6,470
-18,170
-74% -$609K 0.11% 110
2020
Q2 		$778K Buy
+24,640
New +$690K 0.45% 37
2019
Q3 		– Sell
-6,950
Closed -$200K – 141
2019
Q2 		$200K Sell
6,950
-5,370
-44% -$156K 0.12% 185
2019
Q1 		$370K Buy
12,320
+1,660
+16% +$45K 0.23% 102
2018
Q4 		$271K Buy
10,660
+9,770
+1,098% +$231K 0.25% 67
2018
Q3 		$21K Buy
+890
New +$20K 0.01% 513

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

Measured Wealth Private Client Group's AVGO Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Broadcom (AVGO) stake by 14% in Q1 2026, selling an estimated $499K and leaving 9,385 shares worth $2.9M. The position accounts for 0.79% of the portfolio, ranked #24.

Measured Wealth Private Client Group first reported a position in AVGO in Q3 2018 and has held it in 28 quarters since. The position peaked at $3.77M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Measured Wealth Private Client Group held 9,385 shares of Broadcom worth $2.9M as of Q1 2026.
  • Measured Wealth Private Client Group sold 1,517 Broadcom shares in Q1 2026, an estimated $499K.
  • Broadcom made up 0.79% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #24 holding.
  • Measured Wealth Private Client Group first reported a position in Broadcom in Q3 2018 and has held it in 28 quarters since.
  • Measured Wealth Private Client Group's Broadcom position peaked at $3.77M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.