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Monograph Wealth Advisors’s Broadcom AVGO Stock Holding History

Monograph Wealth 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 		$3M Buy
+9,694
New +$3.19M 0.28% 33
2025
Q1 		– Sell
-920
Closed -$213K – 115
2024
Q4 		$213K Buy
+920
New +$170K 0.03% 108

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

Monograph Wealth Advisors's AVGO Position: Q1 2026 in Review

Monograph Wealth Advisors opened a new position in Broadcom (AVGO) in Q1 2026: 9,694 shares worth $3M. The stake represents 0.28% of the portfolio and ranks #33 among its holdings. This is a return to the name: Monograph Wealth Advisors previously reported a position in AVGO as recently as Q4 2024.

Monograph Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 2 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Monograph Wealth Advisors held 9,694 shares of Broadcom worth $3M as of Q1 2026.
  • Broadcom was a new Monograph Wealth Advisors position in Q1 2026.
  • Broadcom made up 0.28% of Monograph Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • Monograph Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 2 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.