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Redwood Wealth Management Group’s Broadcom AVGO Stock Holding History

Redwood Wealth 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 		$4.87M Buy
15,725
+15
+0.1% +$4.94K 2.1% 6
2025
Q4 		$5.44M Sell
15,710
-264
-2% -$94.4K 2.27% 8
2025
Q3 		$5.27M Sell
15,974
-266
-2% -$81.6K 2.24% 9
2025
Q2 		$4.48M Buy
16,240
+163
+1% +$35.4K 2.01% 8
2025
Q1 		$2.69M Buy
16,077
+3,876
+32% +$820K 1.37% 22
2024
Q4 		$2.83M Sell
12,201
-4,829
-28% -$893K 1.38% 17
2024
Q3 		$2.94M Buy
17,030
+260
+2% +$41.7K 1.46% 14
2024
Q2 		$2.69M Buy
16,770
+190
+1% +$26.6K 2.03% 12
2024
Q1 		$2.2M Sell
16,580
-520
-3% -$64.4K 2.33% 11
2023
Q4 		$1.91M Sell
17,100
-480
-3% -$45.5K 2.12% 12
2023
Q3 		$1.46M Buy
17,580
+910
+5% +$78.9K 1.71% 14
2023
Q2 		$1.45M Buy
16,670
+240
+1% +$17.1K 1.6% 18
2023
Q1 		$1.05M Buy
16,430
+280
+2% +$16.8K 1.19% 19
2022
Q4 		$903K Buy
+16,150
New +$810K 1.13% 22

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

Redwood Wealth Management Group's AVGO Position: Q1 2026 in Review

Redwood Wealth Management Group increased its Broadcom (AVGO) stake by 0.1% in Q1 2026, buying an estimated $4.94K and bringing the position to 15,725 shares worth $4.87M. The position accounts for 2.1% of the portfolio, ranked #6.

Redwood Wealth Management Group first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.44M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Redwood Wealth Management Group held 15,725 shares of Broadcom worth $4.87M as of Q1 2026.
  • Redwood Wealth Management Group bought 15 Broadcom shares in Q1 2026, an estimated $4.94K.
  • Broadcom made up 2.1% of Redwood Wealth Management Group's portfolio in Q1 2026, its #6 holding.
  • Redwood Wealth Management Group first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's Broadcom position peaked at $5.44M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.