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Modus Advisors’s Broadcom AVGO Stock Holding History

Modus Advisors’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 		$1.34M Buy
4,340
+563
+15% +$185K 0.37% 66
2025
Q4 		$1.31M Sell
3,777
-214
-5% -$76.5K 0.34% 69
2025
Q3 		$1.32M Sell
3,991
-41
-1% -$12.6K 0.36% 66
2025
Q2 		$1.11M Buy
4,032
+66
+2% +$14.3K 0.33% 66
2025
Q1 		$664K Buy
3,966
+522
+15% +$110K 0.22% 74
2024
Q4 		$798K Buy
3,444
+251
+8% +$46.4K 0.25% 70
2024
Q3 		$551K Buy
+3,193
New +$512K 0.18% 81

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

Modus Advisors's AVGO Position: Q1 2026 in Review

Modus Advisors increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $185K and bringing the position to 4,340 shares worth $1.34M. The position accounts for 0.37% of the portfolio, ranked #66.

Modus Advisors first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Modus Advisors held 4,340 shares of Broadcom worth $1.34M as of Q1 2026.
  • Modus Advisors bought 563 Broadcom shares in Q1 2026, an estimated $185K.
  • Broadcom made up 0.37% of Modus Advisors's portfolio in Q1 2026, its #66 holding.
  • Modus Advisors first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.