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Provident Wealth Management’s Broadcom AVGO Stock Holding History

Provident Wealth Management’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
-584
Closed -$202K – 136
2025
Q4 		$202K Buy
+584
New +$209K 0.06% 86
2020
Q4 		– Sell
-760
Closed -$28K – 74
2020
Q3 		$28K Buy
+760
New +$25.5K 0.03% 117

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

Provident Wealth Management's AVGO Position: Q1 2026 in Review

Provident Wealth Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 584 shares — an estimated $202K sold.

Provident Wealth Management first reported a position in AVGO in Q3 2020 and held it in 2 quarters. The position peaked at $202K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Provident Wealth Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Provident Wealth Management sold 584 Broadcom shares in Q1 2026, an estimated $202K.
  • Provident Wealth Management first reported a position in Broadcom in Q3 2020 and held it in 2 quarters.
  • Provident Wealth Management's Broadcom position peaked at $202K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.