Private Advisory Group’s Broadcom AVGO Stock Holding History

Private Advisory Group’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	$25.6M	Buy	82,778 +4,478	+6%	+$1.47M	1.68%	12
2025 Q4	$27.1M	Buy	78,300 +5,433	+7%	+$1.94M	2.12%	8
2025 Q3	$24M	Sell	72,867 -25,980	-26%	-$7.97M	1.98%	11
2025 Q2	$27.2M	Buy	98,847 +6,628	+7%	+$1.44M	2.47%	9
2025 Q1	$15.4M	Buy	92,219 +16,944	+23%	+$3.59M	1.73%	14
2024 Q4	$17.5M	Buy	75,275 +6,446	+9%	+$1.19M	1.95%	13
2024 Q3	$11.9M	Buy	68,829 +44,039	+178%	+$7.06M	1.42%	15
2024 Q2	$3.98M	Sell	24,790 -4,350	-15%	-$610K	0.52%	51
2024 Q1	$3.86M	Buy	29,140 +4,530	+18%	+$561K	0.55%	54
2023 Q4	$2.75M	Buy	24,610 +2,140	+10%	+$203K	0.48%	55
2023 Q3	$1.87M	Buy	22,470 +3,790	+20%	+$329K	0.37%	74
2023 Q2	$1.62M	Buy	+18,680	New	+$1.33M	0.32%	80
2023 Q1	–	Sell	-11,700	Closed	-$654K	–	202
2022 Q4	$654K	Buy	+11,700	New	+$587K	0.14%	119

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

Private Advisory Group's AVGO Position: Q1 2026 in Review

Private Advisory Group increased its Broadcom (AVGO) stake by 5.7% in Q1 2026, buying an estimated $1.47M and bringing the position to 82,778 shares worth $25.6M. The position accounts for 1.68% of the portfolio, ranked #12.

Private Advisory Group first reported a position in AVGO in Q4 2022 and has held it in 13 quarters since. The position peaked at $27.2M in Q2 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Private Advisory Group held 82,778 shares of Broadcom worth $25.6M as of Q1 2026.
Private Advisory Group bought 4,478 Broadcom shares in Q1 2026, an estimated $1.47M.
Broadcom made up 1.68% of Private Advisory Group's portfolio in Q1 2026, its #12 holding.
Private Advisory Group first reported a position in Broadcom in Q4 2022 and has held it in 13 quarters since.
Private Advisory Group's Broadcom position peaked at $27.2M in Q2 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.