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PUREfi Wealth’s Broadcom AVGO Stock Holding History

PUREfi Wealth’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 		$3.82M Buy
12,334
+1,317
+12% +$433K 2.5% 6
2025
Q4 		$3.81M Sell
11,017
-1,704
-13% -$609K 2.92% 6
2025
Q3 		$4.2M Buy
12,721
+1,086
+9% +$333K 3.23% 4
2025
Q2 		$3.21M Buy
11,635
+637
+6% +$138K 2.56% 6
2025
Q1 		$1.84M Buy
10,998
+3,240
+42% +$686K 1.84% 9
2024
Q4 		$1.8M Buy
+7,758
New +$1.43M 1.76% 10

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

PUREfi Wealth's AVGO Position: Q1 2026 in Review

PUREfi Wealth increased its Broadcom (AVGO) stake by 12% in Q1 2026, buying an estimated $433K and bringing the position to 12,334 shares worth $3.82M. The position accounts for 2.5% of the portfolio, ranked #6.

PUREfi Wealth first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.2M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • PUREfi Wealth held 12,334 shares of Broadcom worth $3.82M as of Q1 2026.
  • PUREfi Wealth bought 1,317 Broadcom shares in Q1 2026, an estimated $433K.
  • Broadcom made up 2.5% of PUREfi Wealth's portfolio in Q1 2026, its #6 holding.
  • PUREfi Wealth first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's Broadcom position peaked at $4.2M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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