Northern Financial Advisors’s Broadcom AVGO Stock Holding History

Northern Financial 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	$4.79M	Buy	15,468 +2,198	+17%	+$723K	3.49%	3
2025 Q4	$4.59M	Sell	13,270 -2,921	-18%	-$1.04M	5.25%	2
2025 Q3	$5.34M	Buy	16,191 +311	+2%	+$95.4K	2.8%	6
2025 Q2	$4.38M	Buy	15,880 +30	+0.2%	+$6.51K	3.29%	4
2025 Q1	$2.65M	Hold	15,850	–	–	2.19%	10
2024 Q4	$3.67M	Sell	15,850 -302	-2%	-$55.9K	2.94%	6
2024 Q3	$2.79M	Sell	16,152 -558	-3%	-$89.5K	2.11%	8
2024 Q2	$2.68M	Sell	16,710 -3,190	-16%	-$447K	2.15%	9
2024 Q1	$2.64M	Sell	19,900 -620	-3%	-$76.8K	2.06%	8
2023 Q4	$2.29M	Buy	20,520 +230	+1%	+$21.8K	1.93%	7
2023 Q3	$1.69M	Sell	20,290 -620	-3%	-$53.7K	1.54%	10
2023 Q2	$1.81M	Buy	20,910 +550	+3%	+$39.2K	1.6%	10
2023 Q1	$1.31M	Buy	+20,360	New	+$1.22M	1.23%	17

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

Northern Financial Advisors's AVGO Position: Q1 2026 in Review

Northern Financial Advisors increased its Broadcom (AVGO) stake by 17% in Q1 2026, buying an estimated $723K and bringing the position to 15,468 shares worth $4.79M. The position accounts for 3.49% of the portfolio, ranked #3.

Northern Financial Advisors first reported a position in AVGO in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.34M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Northern Financial Advisors held 15,468 shares of Broadcom worth $4.79M as of Q1 2026.
Northern Financial Advisors bought 2,198 Broadcom shares in Q1 2026, an estimated $723K.
Broadcom made up 3.49% of Northern Financial Advisors's portfolio in Q1 2026, its #3 holding.
Northern Financial Advisors first reported a position in Broadcom in Q1 2023 and has held it in 13 quarters since.
Northern Financial Advisors's Broadcom position peaked at $5.34M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.