NPFS
AVGO icon

Novak & Powell Financial Services’s Broadcom AVGO Stock Holding History

Novak & Powell Financial Services’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
-641
Closed -$222K – 164
2025
Q4 		$222K Buy
641
+3
+0.5% +$1.07K 0.12% 148
2025
Q3 		$210K Buy
+638
New +$196K 0.11% 157

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

Novak & Powell Financial Services's AVGO Position: Q1 2026 in Review

Novak & Powell Financial Services sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 641 shares — an estimated $222K sold.

Novak & Powell Financial Services first reported a position in AVGO in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Novak & Powell Financial Services reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Novak & Powell Financial Services sold 641 Broadcom shares in Q1 2026, an estimated $222K.
  • Novak & Powell Financial Services first reported a position in Broadcom in Q3 2025 and held it in 2 quarters.
  • Novak & Powell Financial Services's Broadcom position peaked at $222K in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.