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Phoenix Financial’s Broadcom AVGO Stock Holding History

Phoenix Financial’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 		$118M Buy
382,348
+128,978
+51% +$42.4M 1.12% 23
2025
Q4 		$82M Buy
253,370
+83,725
+49% +$29.9M 0.89% 29
2025
Q3 		$52.5M Sell
169,645
-41,480
-20% -$12.7M 0.64% 38
2025
Q2 		$57.5M Buy
211,125
+50,576
+32% +$11M 0.76% 32
2025
Q1 		$26.9M Sell
160,549
-41,259
-20% -$8.73M 0.41% 46
2024
Q4 		$46.8M Sell
201,808
-7,823
-4% -$1.45M 0.64% 37
2024
Q3 		$36.2M Buy
209,631
+63,111
+43% +$10.1M 0.53% 41
2024
Q2 		$23.3M Buy
146,520
+13,330
+10% +$1.87M 0.36% 52
2024
Q1 		$17.6M Buy
133,190
+67,630
+103% +$8.38M 0.24% 63
2023
Q4 		$7.46M Buy
65,560
+21,630
+49% +$2.05M 0.12% 85
2023
Q3 		$3.66M Buy
43,930
+280
+0.6% +$24.3K 0.07% 132
2023
Q2 		$3.76M Buy
+43,650
New +$3.11M 0.08% 109
2022
Q4 		– Sell
-52,390
Closed -$2.34M – 294
2022
Q3 		$2.34M Buy
52,390
+9,930
+23% +$507K 0.05% 134
2022
Q2 		$2.06M Buy
42,460
+5,850
+16% +$328K 0.04% 163
2022
Q1 		$2.31M Sell
36,610
-3,290
-8% -$195K 0.04% 179
2021
Q4 		$2.67M Buy
39,900
+5,720
+17% +$322K 0.04% 173
2021
Q3 		$1.66M Buy
+34,180
New +$1.66M 0.03% 231
2021
Q2 		– Sell
-43,910
Closed -$2.03M – 310
2021
Q1 		$2.03M Buy
43,910
+14,610
+50% +$676K 0.05% 221
2020
Q4 		$1.28M Buy
+29,300
New +$1.14M 0.03% 214
2020
Q2 		– Sell
-48,040
Closed -$1.11M – 311
2020
Q1 		$1.11M Buy
48,040
+21,250
+79% +$599K 0.06% 200
2019
Q4 		$842K Buy
26,790
+9,670
+56% +$294K 0.04% 162
2019
Q3 		$448K Buy
+17,120
New +$487K 0.02% 163

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

Phoenix Financial's AVGO Position: Q1 2026 in Review

Phoenix Financial increased its Broadcom (AVGO) stake by 51% in Q1 2026, buying an estimated $42.4M and bringing the position to 382,348 shares worth $118M. The position accounts for 1.12% of the portfolio, ranked #23.

Phoenix Financial first reported a position in AVGO in Q3 2019 and has held it in 22 quarters since. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Phoenix Financial held 382,348 shares of Broadcom worth $118M as of Q1 2026.
  • Phoenix Financial bought 128,978 Broadcom shares in Q1 2026, an estimated $42.4M.
  • Broadcom made up 1.12% of Phoenix Financial's portfolio in Q1 2026, its #23 holding.
  • Phoenix Financial first reported a position in Broadcom in Q3 2019 and has held it in 22 quarters since.
  • 4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.