Nicola Wealth Management’s Broadcom AVGO Stock Holding History

Nicola Wealth Management’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	$11.6M	Buy	37,500 +6,000	+19%	+$1.97M	1.39%	38
2025 Q4	$10.9M	Hold	31,500	–	–	0.99%	40
2025 Q3	$10.4M	Sell	31,500 -87,300	-73%	-$26.8M	0.93%	43
2025 Q2	$32.7M	Sell	118,800 -10,000	-8%	-$2.17M	3.07%	5
2025 Q1	$21.6M	Buy	128,800 +19,800	+18%	+$4.19M	2.1%	10
2024 Q4	$25.3M	Hold	109,000	–	–	2.39%	9
2024 Q3	$18.8M	Buy	+109,000	New	+$17.5M	1.49%	28

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

Nicola Wealth Management's AVGO Position: Q1 2026 in Review

Nicola Wealth Management increased its Broadcom (AVGO) stake by 19% in Q1 2026, buying an estimated $1.97M and bringing the position to 37,500 shares worth $11.6M. The position accounts for 1.39% of the portfolio, ranked #38.

Nicola Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $32.7M in Q2 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Nicola Wealth Management held 37,500 shares of Broadcom worth $11.6M as of Q1 2026.
Nicola Wealth Management bought 6,000 Broadcom shares in Q1 2026, an estimated $1.97M.
Broadcom made up 1.39% of Nicola Wealth Management's portfolio in Q1 2026, its #38 holding.
Nicola Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
Nicola Wealth Management's Broadcom position peaked at $32.7M in Q2 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.