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Mindset Wealth Management’s Broadcom AVGO Stock Holding History

Mindset 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 		$3.54M Sell
11,423
-4
-0% -$1.32K 0.95% 7
2025
Q4 		$3.95M Buy
11,427
+128
+1% +$45.8K 1.04% 6
2025
Q3 		$3.73M Sell
11,299
-2
-0% -$614 1.02% 6
2025
Q2 		$3.12M Buy
11,301
+145
+1% +$31.5K 1.02% 6
2025
Q1 		$1.87M Buy
11,156
+184
+2% +$38.9K 0.73% 11
2024
Q4 		$2.54M Buy
10,972
+374
+4% +$69.2K 0.93% 8
2024
Q3 		$1.83M Buy
+10,598
New +$1.7M 0.76% 8

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

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

Mindset Wealth Management reduced its Broadcom (AVGO) stake by 0.04% in Q1 2026, selling an estimated $1.32K and leaving 11,423 shares worth $3.54M. The position accounts for 0.95% of the portfolio, ranked #7.

Mindset Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.95M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Mindset Wealth Management held 11,423 shares of Broadcom worth $3.54M as of Q1 2026.
  • Mindset Wealth Management sold 4 Broadcom shares in Q1 2026, an estimated $1.32K.
  • Broadcom made up 0.95% of Mindset Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Mindset Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Broadcom position peaked at $3.95M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.