OneAscent Family Office’s Broadcom AVGO Stock Holding History

OneAscent Family Office’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	$2.43M	Buy	7,837 +1,324	+20%	+$436K	1.69%	10
2025 Q4	$2.25M	Buy	6,513 +1,475	+29%	+$527K	1.53%	13
2025 Q3	$1.66M	Buy	5,038 +93	+2%	+$28.5K	1.35%	15
2025 Q2	$1.36M	Buy	4,945 +116	+2%	+$25.2K	1.29%	17
2025 Q1	$812K	Buy	4,829 +3,613	+297%	+$765K	0.76%	39
2024 Q4	$282K	Buy	+1,216	New	+$225K	0.51%	48

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

OneAscent Family Office's AVGO Position: Q1 2026 in Review

OneAscent Family Office increased its Broadcom (AVGO) stake by 20% in Q1 2026, buying an estimated $436K and bringing the position to 7,837 shares worth $2.43M. The position accounts for 1.69% of the portfolio, ranked #10.

OneAscent Family Office first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

OneAscent Family Office held 7,837 shares of Broadcom worth $2.43M as of Q1 2026.
OneAscent Family Office bought 1,324 Broadcom shares in Q1 2026, an estimated $436K.
Broadcom made up 1.69% of OneAscent Family Office's portfolio in Q1 2026, its #10 holding.
OneAscent Family Office first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.