Mosaic Financial Group’s Broadcom AVGO Stock Holding History

Mosaic Financial 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	$1.82M	Sell	5,871 -170	-3%	-$55.9K	1.29%	18
2025 Q4	$2.09M	Sell	6,041 -824	-12%	-$295K	1.43%	15
2025 Q3	$2.27M	Sell	6,865 -490	-7%	-$150K	1.61%	11
2025 Q2	$2.03M	Sell	7,355 -109	-1%	-$23.7K	1.55%	12
2025 Q1	$1.25M	Sell	7,464 -197	-3%	-$41.7K	1.02%	25
2024 Q4	$1.78M	Sell	7,661 -99	-1%	-$18.3K	1.27%	17
2024 Q3	$1.34M	Buy	7,760 +290	+4%	+$46.5K	0.95%	26
2024 Q2	$1.2M	Sell	7,470 -270	-3%	-$37.8K	0.86%	32
2024 Q1	$1.03M	Buy	+7,740	New	+$959K	0.82%	34

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

Mosaic Financial Group's AVGO Position: Q1 2026 in Review

Mosaic Financial Group reduced its Broadcom (AVGO) stake by 2.8% in Q1 2026, selling an estimated $55.9K and leaving 5,871 shares worth $1.82M. The position accounts for 1.29% of the portfolio, ranked #18.

Mosaic Financial Group first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.27M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Mosaic Financial Group held 5,871 shares of Broadcom worth $1.82M as of Q1 2026.
Mosaic Financial Group sold 170 Broadcom shares in Q1 2026, an estimated $55.9K.
Broadcom made up 1.29% of Mosaic Financial Group's portfolio in Q1 2026, its #18 holding.
Mosaic Financial Group first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Broadcom position peaked at $2.27M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.