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Omnitrust Wealth Management’s Broadcom AVGO Stock Holding History

Omnitrust 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 		$755K Sell
2,438
-245
-9% -$80.6K 0.98% 22
2025
Q4 		$929K Buy
+2,683
New +$959K 1.18% 22
2025
Q2 		$956K Buy
+2,531
New +$550K 1.13% 20

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Omnitrust Wealth Management reduced its Broadcom (AVGO) stake by 9.1% in Q1 2026, selling an estimated $80.6K and leaving 2,438 shares worth $755K. The position accounts for 0.98% of the portfolio, ranked #22.

Omnitrust Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 3 quarters since. The position peaked at $956K in Q2 2025. 4,694 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Omnitrust Wealth Management held 2,438 shares of Broadcom worth $755K as of Q1 2026.
  • Omnitrust Wealth Management sold 245 Broadcom shares in Q1 2026, an estimated $80.6K.
  • Broadcom made up 0.98% of Omnitrust Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Omnitrust Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's Broadcom position peaked at $956K in Q2 2025.
  • 4,694 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.