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Northwest Financial Advisors’s Broadcom AVGO Stock Holding History

Northwest 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 		– Sell
-609
Closed -$211K – 70
2025
Q4 		$211K Buy
609
+1
+0.2% +$358 0.43% 64
2025
Q3 		$201K Buy
+608
New +$187K 0.26% 95
2025
Q2 		– Sell
-2,031
Closed -$340K – 98
2025
Q1 		$340K Buy
2,031
+837
+70% +$177K 0.28% 80
2024
Q4 		$277K Buy
1,194
+2
+0.2% +$370 0.23% 85
2024
Q3 		$206K Sell
1,192
-68
-5% -$10.9K 0.16% 97
2024
Q2 		$203K Buy
+1,260
New +$177K 0.21% 87
2024
Q1 		– Sell
-100
Closed -$11.2K – 120
2023
Q4 		$11.2K Buy
+100
New +$9.47K 0.01% 365

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

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

Northwest Financial Advisors sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 609 shares — an estimated $211K sold.

Northwest Financial Advisors first reported a position in AVGO in Q4 2023 and held it in 7 quarters. The position peaked at $340K in Q1 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Northwest Financial Advisors reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Northwest Financial Advisors sold 609 Broadcom shares in Q1 2026, an estimated $211K.
  • Northwest Financial Advisors first reported a position in Broadcom in Q4 2023 and held it in 7 quarters.
  • Northwest Financial Advisors's Broadcom position peaked at $340K in Q1 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.