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AVGO icon

Naviter Wealth’s Broadcom AVGO Stock Holding History

Naviter Wealth’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 		$10.9M Buy
35,334
+2,580
+8% +$849K 1.37% 12
2025
Q4 		$11.3M Sell
32,754
-4,150
-11% -$1.48M 1.48% 14
2025
Q3 		$12.2M Buy
36,904
+1,826
+5% +$560K 1.42% 14
2025
Q2 		$9.67M Sell
35,078
-4,534
-11% -$985K 1.19% 13
2025
Q1 		$6.72M Sell
39,612
-1,359
-3% -$288K 0.81% 24
2024
Q4 		$9.5M Buy
40,971
+14,681
+56% +$2.72M 1.15% 17
2024
Q3 		$4.54M Sell
26,290
-1,090
-4% -$175K 0.63% 39
2024
Q2 		$4.4M Sell
27,380
-710
-3% -$99.5K 0.66% 33
2024
Q1 		$3.72M Buy
28,090
+2,660
+10% +$330K 0.61% 34
2023
Q4 		$2.84M Buy
25,430
+4,750
+23% +$450K 0.57% 39
2023
Q3 		$1.72M Buy
20,680
+80
+0.4% +$6.93K 0.41% 57
2023
Q2 		$1.79M Buy
20,600
+2,210
+12% +$158K 0.45% 50
2023
Q1 		$1.18M Sell
18,390
-16,400
-47% -$987K 0.41% 64
2022
Q4 		$2.04M Buy
34,790
+11,530
+50% +$578K 0.56% 38
2022
Q3 		$1.03M Buy
23,260
+3,060
+15% +$156K 0.42% 52
2022
Q2 		$981K Buy
+20,200
New +$1.13M 0.4% 54

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

Naviter Wealth's AVGO Position: Q1 2026 in Review

Naviter Wealth increased its Broadcom (AVGO) stake by 7.9% in Q1 2026, buying an estimated $849K and bringing the position to 35,334 shares worth $10.9M. The position accounts for 1.37% of the portfolio, ranked #12.

Naviter Wealth first reported a position in AVGO in Q2 2022 and has held it in 16 quarters since. The position peaked at $12.2M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Naviter Wealth held 35,334 shares of Broadcom worth $10.9M as of Q1 2026.
  • Naviter Wealth bought 2,580 Broadcom shares in Q1 2026, an estimated $849K.
  • Broadcom made up 1.37% of Naviter Wealth's portfolio in Q1 2026, its #12 holding.
  • Naviter Wealth first reported a position in Broadcom in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Broadcom position peaked at $12.2M in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.