ProVise Management Group’s Broadcom AVGO Stock Holding History

ProVise Management 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	$487K	Buy	1,573 +208	+15%	+$68.4K	0.04%	172
2025 Q4	$472K	Sell	1,365 -23	-2%	-$8.22K	0.03%	175
2025 Q3	$458K	Buy	1,388 +17	+1%	+$5.21K	0.03%	177
2025 Q2	$378K	Buy	+1,371	New	+$298K	0.03%	193
2025 Q1	–	Sell	-1,160	Closed	-$269K	–	251
2024 Q4	$269K	Sell	1,160 -1,250	-52%	-$231K	0.02%	220
2024 Q3	$416K	Buy	2,410 +430	+22%	+$68.9K	0.03%	214
2024 Q2	$318K	Buy	+1,980	New	+$277K	0.03%	238
2021 Q3	–	Sell	-4,380	Closed	-$209K	–	376
2021 Q2	$209K	Buy	+4,380	New	+$203K	0.02%	360

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

ProVise Management Group's AVGO Position: Q1 2026 in Review

ProVise Management Group increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $68.4K and bringing the position to 1,573 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #172.

ProVise Management Group first reported a position in AVGO in Q2 2021 and has held it in 8 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

ProVise Management Group held 1,573 shares of Broadcom worth $487K as of Q1 2026.
ProVise Management Group bought 208 Broadcom shares in Q1 2026, an estimated $68.4K.
Broadcom made up 0.04% of ProVise Management Group's portfolio in Q1 2026, its #172 holding.
ProVise Management Group first reported a position in Broadcom in Q2 2021 and has held it in 8 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.