One Wealth Advisors’s Broadcom AVGO Stock Holding History

One Wealth 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	-669	Closed	-$232K	–	306
2025 Q4	$232K	Sell	669 -161	-19%	-$57.6K	0.03%	272
2025 Q3	$274K	Sell	830 -41	-5%	-$12.6K	0.03%	250
2025 Q2	$240K	Buy	+871	New	+$189K	0.03%	255
2024 Q2	–	Sell	-6,390	Closed	-$847K	–	233
2024 Q1	$847K	Buy	6,390 +570	+10%	+$70.6K	0.15%	85
2023 Q4	$650K	Buy	5,820 +350	+6%	+$33.1K	0.13%	87
2023 Q3	$454K	Sell	5,470 -120	-2%	-$10.4K	0.1%	101
2023 Q2	$485K	Buy	+5,590	New	+$399K	0.1%	107
2023 Q1	–	Sell	-2,470	Closed	-$138K	–	224
2022 Q4	$138K	Sell	2,470 -4,670	-65%	-$234K	0.03%	248
2022 Q3	$317K	Buy	+7,140	New	+$365K	0.1%	110

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

One Wealth Advisors's AVGO Position: Q1 2026 in Review

One Wealth Advisors sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 669 shares — an estimated $232K sold.

One Wealth Advisors first reported a position in AVGO in Q3 2022 and held it in 9 quarters. The position peaked at $847K in Q1 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

One Wealth Advisors reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
One Wealth Advisors sold 669 Broadcom shares in Q1 2026, an estimated $232K.
One Wealth Advisors first reported a position in Broadcom in Q3 2022 and held it in 9 quarters.
One Wealth Advisors's Broadcom position peaked at $847K in Q1 2024.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.