Private Wealth Partners’s Broadcom AVGO Stock Holding History

Private Wealth Partners’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	$2.32M	Buy	7,492 +2,438	+48%	+$802K	0.18%	65
2025 Q4	$1.75M	Buy	5,054 +781	+18%	+$279K	0.12%	75
2025 Q3	$1.41M	Buy	4,273 +30	+0.7%	+$9.2K	0.1%	80
2025 Q2	$1.17M	Buy	4,243 +24	+0.6%	+$5.21K	0.09%	89
2025 Q1	$706K	Sell	4,219 -6,751	-62%	-$1.43M	0.06%	106
2024 Q4	$2.54M	Buy	10,970 +6,448	+143%	+$1.19M	0.19%	61
2024 Q3	$780K	Buy	4,522 +912	+25%	+$146K	0.06%	100
2024 Q2	$580K	Hold	3,610	–	–	0.04%	108
2024 Q1	$478K	Buy	3,610 +510	+16%	+$63.2K	0.04%	111
2023 Q4	$346K	Buy	3,100 +10	+0.3%	+$947	0.03%	129
2023 Q3	$257K	Hold	3,090	–	–	0.02%	131
2023 Q2	$268K	Buy	+3,090	New	+$220K	0.02%	129

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 Wealth Partners's AVGO Position: Q1 2026 in Review

Private Wealth Partners increased its Broadcom (AVGO) stake by 48% in Q1 2026, buying an estimated $802K and bringing the position to 7,492 shares worth $2.32M. The position accounts for 0.18% of the portfolio, ranked #65.

Private Wealth Partners first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Private Wealth Partners held 7,492 shares of Broadcom worth $2.32M as of Q1 2026.
Private Wealth Partners bought 2,438 Broadcom shares in Q1 2026, an estimated $802K.
Broadcom made up 0.18% of Private Wealth Partners's portfolio in Q1 2026, its #65 holding.
Private Wealth Partners first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Private Wealth Partners's Broadcom position peaked at $2.54M in Q4 2024.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.