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NewSquare Capital’s Broadcom AVGO Stock Holding History

NewSquare Capital’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 		$3.4M Buy
10,973
+1,468
+15% +$483K 0.29% 104
2025
Q4 		$3.29M Sell
9,505
-9,491
-50% -$3.39M 0.29% 91
2025
Q3 		$6.27M Buy
18,996
+2,184
+13% +$670K 0.43% 78
2025
Q2 		$4.63M Buy
16,812
+591
+4% +$128K 0.34% 86
2025
Q1 		$2.72M Buy
16,221
+1,233
+8% +$261K 0.22% 101
2024
Q4 		$3.47M Buy
14,988
+758
+5% +$140K 0.28% 101
2024
Q3 		$2.45M Buy
14,230
+1,330
+10% +$213K 0.2% 105
2024
Q2 		$2.07M Buy
12,900
+640
+5% +$89.7K 0.18% 102
2024
Q1 		$1.62M Buy
12,260
+600
+5% +$74.3K 0.14% 106
2023
Q4 		$1.3M Sell
11,660
-1,070
-8% -$101K 0.12% 115
2023
Q3 		$1.06M Sell
12,730
-730
-5% -$63.3K 0.11% 116
2023
Q2 		$1.17M Sell
13,460
-1,850
-12% -$132K 0.12% 115
2023
Q1 		$982K Sell
15,310
-90
-0.6% -$5.42K 0.12% 118
2022
Q4 		$861K Sell
15,400
-170
-1% -$8.52K 0.11% 117
2022
Q3 		$691K Sell
15,570
-980
-6% -$50.1K 0.09% 125
2022
Q2 		$804K Buy
16,550
+300
+2% +$16.8K 0.1% 119
2022
Q1 		$1.02M Buy
16,250
+500
+3% +$29.7K 0.11% 124
2021
Q4 		$1.05M Buy
15,750
+1,800
+13% +$101K 0.11% 123
2021
Q3 		$676K Sell
13,950
-200
-1% -$9.73K 0.08% 130
2021
Q2 		$675K Buy
14,150
+1,100
+8% +$51K 0.08% 130
2021
Q1 		$605K Buy
13,050
+2,500
+24% +$116K 0.08% 127
2020
Q4 		$462K Buy
+10,550
New +$411K 0.06% 129
2019
Q2 		– Sell
-400
Closed -$12K – 347
2019
Q1 		$12K Buy
+400
New +$10.8K ﹤0.01% 225
2016
Q4 		– Sell
-1,850
Closed -$32K – 335
2016
Q3 		$32K Buy
1,850
+190
+11% +$3.18K 0.01% 176
2016
Q2 		$26K Sell
1,660
-170
-9% -$2.59K 0.01% 197
2016
Q1 		$28K Buy
+1,830
New +$24.7K 0.01% 197

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

NewSquare Capital's AVGO Position: Q1 2026 in Review

NewSquare Capital increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $483K and bringing the position to 10,973 shares worth $3.4M. The position accounts for 0.29% of the portfolio, ranked #104.

NewSquare Capital first reported a position in AVGO in Q1 2016 and has held it in 26 quarters since. The position peaked at $6.27M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • NewSquare Capital held 10,973 shares of Broadcom worth $3.4M as of Q1 2026.
  • NewSquare Capital bought 1,468 Broadcom shares in Q1 2026, an estimated $483K.
  • Broadcom made up 0.29% of NewSquare Capital's portfolio in Q1 2026, its #104 holding.
  • NewSquare Capital first reported a position in Broadcom in Q1 2016 and has held it in 26 quarters since.
  • NewSquare Capital's Broadcom position peaked at $6.27M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.