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Perennial Investment Advisors’s Broadcom AVGO Stock Holding History

Perennial Investment 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
-1,700
Closed -$588K – 517
2025
Q4 		$588K Buy
+1,700
New +$608K 0.05% 261
2025
Q3 		– Sell
-100
Closed -$27.6K – 486
2025
Q2 		$27.6K Buy
+100
New +$21.7K ﹤0.01% 469
2023
Q4 		– Sell
-4,000
Closed -$332K – 349
2023
Q3 		$332K Hold
4,000
– – 0.06% 225
2023
Q2 		$347K Buy
+4,000
New +$285K 0.06% 224

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Perennial Investment Advisors's AVGO Position: Q1 2026 in Review

Perennial Investment Advisors increased its Broadcom (AVGO) stake by 1.4% in Q1 2026, buying an estimated $90.2K and bringing the position to 19,804 shares worth $6.13M. The position accounts for 0.49% of the portfolio, ranked #41.

Perennial Investment Advisors first reported a position in AVGO in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.76M in Q4 2025. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Perennial Investment Advisors held 19,804 shares of Broadcom worth $6.13M as of Q1 2026.
  • Perennial Investment Advisors bought 274 Broadcom shares in Q1 2026, an estimated $90.2K.
  • Broadcom made up 0.49% of Perennial Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Perennial Investment Advisors first reported a position in Broadcom in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Broadcom position peaked at $6.76M in Q4 2025.
  • 4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.