NWM
AVGO icon

Northcape Wealth Management’s Broadcom AVGO Stock Holding History

Northcape 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 		$2.72M Sell
8,799
-2,709
-24% -$891K 0.74% 45
2025
Q4 		$3.98M Buy
11,508
+28
+0.2% +$10K 1.12% 29
2025
Q3 		$3.79M Sell
11,480
-81
-0.7% -$24.8K 1.11% 27
2025
Q2 		$3.19M Buy
11,561
+7,497
+184% +$1.63M 0.97% 35
2025
Q1 		$680K Sell
4,064
-190
-4% -$40.2K 0.22% 80
2024
Q4 		$986K Sell
4,254
-100
-2% -$18.5K 0.32% 69
2024
Q3 		$751K Buy
4,354
+104
+2% +$16.7K 0.25% 79
2024
Q2 		$683K Sell
4,250
-1,180
-22% -$165K 0.25% 79
2024
Q1 		$720K Sell
5,430
-870
-14% -$108K 0.26% 78
2023
Q4 		$704K Sell
6,300
-470
-7% -$44.5K 0.26% 80
2023
Q3 		$563K Sell
6,770
-1,370
-17% -$119K 0.22% 88
2023
Q2 		$706K Sell
8,140
-430
-5% -$30.7K 0.25% 82
2023
Q1 		$550K Buy
+8,570
New +$516K 0.2% 91
2022
Q4 		– Sell
-5,660
Closed -$251K – 77
2022
Q3 		$251K Buy
5,660
+530
+10% +$27.1K 0.09% 125
2022
Q2 		$249K Buy
5,130
+220
+4% +$12.3K 0.1% 110
2022
Q1 		$309K Buy
4,910
+290
+6% +$17.2K 0.09% 122
2021
Q4 		$307K Buy
+4,620
New +$260K 0.1% 104

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

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

Northcape Wealth Management reduced its Broadcom (AVGO) stake by 24% in Q1 2026, selling an estimated $891K and leaving 8,799 shares worth $2.72M. The position accounts for 0.74% of the portfolio, ranked #45.

Northcape Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.98M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Northcape Wealth Management held 8,799 shares of Broadcom worth $2.72M as of Q1 2026.
  • Northcape Wealth Management sold 2,709 Broadcom shares in Q1 2026, an estimated $891K.
  • Broadcom made up 0.74% of Northcape Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Northcape Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 17 quarters since.
  • Northcape Wealth Management's Broadcom position peaked at $3.98M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.