Red Wave Investments’s Broadcom AVGO Stock Holding History

Red Wave Investments’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	$1.37M	Buy	4,416 +82	+2%	+$27K	0.41%	42
2025 Q4	$1.5M	Sell	4,334 -112	-3%	-$40.1K	0.45%	40
2025 Q3	$1.47M	Buy	4,446 +12	+0.3%	+$3.68K	0.45%	40
2025 Q2	$1.22M	Hold	4,434	–	–	0.4%	40
2025 Q1	$742K	Sell	4,434 -9	-0.2%	-$1.91K	0.27%	46
2024 Q4	$1.03M	Sell	4,443 -258	-5%	-$47.7K	0.36%	41
2024 Q3	$811K	Sell	4,701 -279	-6%	-$44.7K	0.28%	46
2024 Q2	$800K	Hold	4,980	–	–	0.29%	46
2024 Q1	$660K	Buy	4,980 +50	+1%	+$6.2K	0.25%	49
2023 Q4	$550K	Buy	4,930 +890	+22%	+$84.3K	0.22%	54
2023 Q3	$336K	Hold	4,040	–	–	0.14%	67
2023 Q2	$350K	Hold	4,040	–	–	0.14%	68
2023 Q1	$259K	Buy	4,040 +130	+3%	+$7.82K	0.11%	83
2022 Q4	$219K	Buy	+3,910	New	+$196K	0.09%	87
2022 Q2	–	Sell	-3,810	Closed	-$240K	–	95
2022 Q1	$240K	Hold	3,810	–	–	0.08%	89
2021 Q4	$254K	Buy	+3,810	New	+$214K	0.09%	86

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

Red Wave Investments's AVGO Position: Q1 2026 in Review

Red Wave Investments increased its Broadcom (AVGO) stake by 1.9% in Q1 2026, buying an estimated $27K and bringing the position to 4,416 shares worth $1.37M. The position accounts for 0.41% of the portfolio, ranked #42.

Red Wave Investments first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.5M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Red Wave Investments held 4,416 shares of Broadcom worth $1.37M as of Q1 2026.
Red Wave Investments bought 82 Broadcom shares in Q1 2026, an estimated $27K.
Broadcom made up 0.41% of Red Wave Investments's portfolio in Q1 2026, its #42 holding.
Red Wave Investments first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
Red Wave Investments's Broadcom position peaked at $1.5M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.