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Providence Wealth Advisors’s Broadcom AVGO Stock Holding History

Providence Wealth 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 		$6.79M Sell
21,791
-257
-1% -$84.6K 4.32% 5
2025
Q4 		$7.52M Sell
22,048
-244
-1% -$87.3K 4.7% 4
2025
Q3 		$8.31M Buy
22,292
+90
+0.4% +$27.6K 5.25% 4
2025
Q2 		$6.77M Buy
22,202
+127
+0.6% +$27.6K 4.65% 4
2025
Q1 		$3.67M Sell
22,075
-10
-0% -$2.12K 2.78% 9
2024
Q4 		$5.18M Buy
22,085
+25
+0.1% +$4.62K 3.92% 4
2024
Q3 		$3.93M Buy
22,060
+230
+1% +$36.9K 2.9% 8
2024
Q2 		$3.52M Buy
21,830
+390
+2% +$54.7K 2.8% 8
2024
Q1 		$2.84M Sell
21,440
-90,020
-81% -$11.2M 2.42% 9
2023
Q4 		$122K Buy
111,460
+90,370
+428% +$8.56M 0.11% 75
2023
Q3 		$1.74M Buy
21,090
+200
+1% +$17.3K 1.94% 13
2023
Q2 		$1.8M Sell
20,890
-1,450
-6% -$103K 1.99% 12
2023
Q1 		$1.41M Sell
22,340
-70
-0.3% -$4.21K 1.04% 33
2022
Q4 		$1.24M Buy
22,410
+150
+0.7% +$7.52K 0.92% 39
2022
Q3 		$1.06M Buy
22,260
+270
+1% +$13.8K 0.79% 41
2022
Q2 		$1.06M Buy
21,990
+1,910
+10% +$107K 0.77% 42
2022
Q1 		$1.26M Buy
20,080
+2,960
+17% +$176K 0.81% 41
2021
Q4 		$1.04M Buy
17,120
+100
+0.6% +$5.62K 0.66% 50
2021
Q3 		$821K Buy
17,020
+500
+3% +$24.3K 0.57% 52
2021
Q2 		$780K Buy
16,520
+550
+3% +$25.5K 0.53% 53
2021
Q1 		$740K Buy
15,970
+840
+6% +$38.8K 0.54% 56
2020
Q4 		$658K Buy
15,130
+650
+4% +$25.3K 0.55% 56
2020
Q3 		$528K Buy
+14,480
New +$485K 0.52% 56

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Providence Wealth Advisors's AVGO Position: Q1 2026 in Review

Providence Wealth Advisors reduced its Broadcom (AVGO) stake by 1.2% in Q1 2026, selling an estimated $84.6K and leaving 21,791 shares worth $6.79M. The position accounts for 4.32% of the portfolio, ranked #5.

Providence Wealth Advisors first reported a position in AVGO in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.31M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Providence Wealth Advisors held 21,791 shares of Broadcom worth $6.79M as of Q1 2026.
  • Providence Wealth Advisors sold 257 Broadcom shares in Q1 2026, an estimated $84.6K.
  • Broadcom made up 4.32% of Providence Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Providence Wealth Advisors first reported a position in Broadcom in Q3 2020 and has held it in 23 quarters since.
  • Providence Wealth Advisors's Broadcom position peaked at $8.31M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.