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NewEdge Wealth’s Broadcom AVGO Stock Holding History

NewEdge 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 		$464K Buy
+1,500
New +$494K 0.01% 836

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

NewEdge Wealth's AVGO Position: Q1 2026 in Review

NewEdge Wealth increased its Broadcom (AVGO) stake by 9.3% in Q1 2026, buying an estimated $14.3M and bringing the position to 512,688 shares worth $159M. The position accounts for 1.89% of the portfolio, ranked #6.

NewEdge Wealth first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. The position peaked at $162M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • NewEdge Wealth held 512,688 shares of Broadcom worth $159M as of Q1 2026.
  • NewEdge Wealth bought 43,411 Broadcom shares in Q1 2026, an estimated $14.3M.
  • Broadcom made up 1.89% of NewEdge Wealth's portfolio in Q1 2026, its #6 holding.
  • NewEdge Wealth first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Broadcom position peaked at $162M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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