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New Insight Wealth Advisors’s Broadcom AVGO Stock Holding History

New Insight 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 		$2.05M Sell
6,626
-151
-2% -$49.7K 0.74% 36
2025
Q4 		$2.35M Sell
6,777
-343
-5% -$123K 0.84% 30
2025
Q3 		$2.35M Sell
7,120
-240
-3% -$73.6K 0.88% 30
2025
Q2 		$2.03M Sell
7,360
-1,199
-14% -$260K 0.83% 29
2025
Q1 		$1.43M Buy
8,559
+37
+0.4% +$7.83K 0.65% 33
2024
Q4 		$1.98M Sell
8,522
-178
-2% -$32.9K 0.99% 22
2024
Q3 		$1.5M Sell
8,700
-740
-8% -$119K 0.79% 25
2024
Q2 		$1.52M Buy
9,440
+10
+0.1% +$1.4K 0.89% 25
2024
Q1 		$1.25M Buy
9,430
+230
+3% +$28.5K 0.78% 28
2023
Q4 		$1.03M Buy
+9,200
New +$871K 0.69% 32

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

New Insight Wealth Advisors's AVGO Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Broadcom (AVGO) stake by 2.2% in Q1 2026, selling an estimated $49.7K and leaving 6,626 shares worth $2.05M. The position accounts for 0.74% of the portfolio, ranked #36.

New Insight Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • New Insight Wealth Advisors held 6,626 shares of Broadcom worth $2.05M as of Q1 2026.
  • New Insight Wealth Advisors sold 151 Broadcom shares in Q1 2026, an estimated $49.7K.
  • Broadcom made up 0.74% of New Insight Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • New Insight Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Broadcom position peaked at $2.35M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.