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Regal Investment Advisors’s Broadcom AVGO Stock Holding History

Regal Investment Advisors’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 		$4.63M Sell
14,962
-84
-0.6% -$27.6K 0.27% 101
2025
Q4 		$5.21M Buy
15,046
+1,536
+11% +$549K 0.31% 82
2025
Q3 		$4.46M Sell
13,510
-179
-1% -$54.9K 0.29% 90
2025
Q2 		$3.77M Buy
13,689
+1,814
+15% +$394K 0.28% 92
2025
Q1 		$1.99M Sell
11,875
-753
-6% -$159K 0.16% 147
2024
Q4 		$2.93M Sell
12,628
-2,224
-15% -$411K 0.22% 122
2024
Q3 		$2.56M Buy
14,852
+1,022
+7% +$164K 0.18% 143
2024
Q2 		$2.22M Sell
13,830
-380
-3% -$53.3K 0.14% 163
2024
Q1 		$1.88M Sell
14,210
-1,700
-11% -$211K 0.13% 179
2023
Q4 		$1.78M Sell
15,910
-120
-0.7% -$11.4K 0.13% 171
2023
Q3 		$1.33M Buy
16,030
+1,010
+7% +$87.5K 0.11% 183
2023
Q2 		$1.3M Buy
15,020
+2,630
+21% +$188K 0.11% 185
2023
Q1 		$795K Buy
12,390
+90
+0.7% +$5.42K 0.07% 220
2022
Q4 		$688K Buy
12,300
+970
+9% +$48.6K 0.07% 229
2022
Q3 		$503K Buy
11,330
+1,570
+16% +$80.2K 0.05% 266
2022
Q2 		$474K Sell
9,760
-380
-4% -$21.3K 0.05% 286
2022
Q1 		$638K Buy
10,140
+260
+3% +$15.4K 0.06% 276
2021
Q4 		$657K Sell
9,880
-110
-1% -$6.18K 0.06% 297
2021
Q3 		$484K Sell
9,990
-190
-2% -$9.24K 0.05% 331
2021
Q2 		$485K Buy
+10,180
New +$472K 0.05% 334
2021
Q1 		– Sell
-9,490
Closed -$415K – 48
2020
Q4 		$415K Buy
+9,490
New +$370K 0.05% 311
2015
Q4 		– Sell
-1,000
Closed -$12K – 303
2015
Q3 		$12K Buy
+1,000
New +$12.6K ﹤0.01% 647

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

Regal Investment Advisors's AVGO Position: Q1 2026 in Review

Regal Investment Advisors reduced its Broadcom (AVGO) stake by 0.56% in Q1 2026, selling an estimated $27.6K and leaving 14,962 shares worth $4.63M. The position accounts for 0.27% of the portfolio, ranked #101.

Regal Investment Advisors first reported a position in AVGO in Q3 2015 and has held it in 22 quarters since. The position peaked at $5.21M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Regal Investment Advisors held 14,962 shares of Broadcom worth $4.63M as of Q1 2026.
  • Regal Investment Advisors sold 84 Broadcom shares in Q1 2026, an estimated $27.6K.
  • Broadcom made up 0.27% of Regal Investment Advisors's portfolio in Q1 2026, its #101 holding.
  • Regal Investment Advisors first reported a position in Broadcom in Q3 2015 and has held it in 22 quarters since.
  • Regal Investment Advisors's Broadcom position peaked at $5.21M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.