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Resonant Capital Advisors’s Broadcom AVGO Stock Holding History

Resonant Capital 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 		$11M Buy
35,454
+1,633
+5% +$537K 0.58% 40
2025
Q4 		$11.7M Sell
33,821
-1,029
-3% -$368K 0.64% 39
2025
Q3 		$11.5M Sell
34,850
-959
-3% -$294K 0.67% 35
2025
Q2 		$9.87M Buy
35,809
+5,162
+17% +$1.12M 0.63% 37
2025
Q1 		$5.13M Sell
30,647
-396
-1% -$83.8K 0.36% 54
2024
Q4 		$7.2M Sell
31,043
-186
-0.6% -$34.4K 0.53% 44
2024
Q3 		$5.39M Buy
31,229
+1,959
+7% +$314K 0.4% 51
2024
Q2 		$4.7M Buy
29,270
+2,100
+8% +$294K 0.38% 58
2024
Q1 		$3.6M Buy
27,170
+1,870
+7% +$232K 0.31% 70
2023
Q4 		$2.82M Buy
25,300
+10,880
+75% +$1.03M 0.27% 77
2023
Q3 		$1.2M Buy
14,420
+950
+7% +$82.3K 0.13% 116
2023
Q2 		$1.17M Buy
13,470
+510
+4% +$36.4K 0.13% 117
2023
Q1 		$831K Buy
12,960
+1,830
+16% +$110K 0.09% 125
2022
Q4 		$622K Buy
11,130
+5,770
+108% +$289K 0.08% 149
2022
Q3 		$238K Sell
5,360
-190
-3% -$9.71K 0.04% 203
2022
Q2 		$270K Buy
5,550
+450
+9% +$25.3K 0.04% 203
2022
Q1 		$320K Buy
5,100
+540
+12% +$32.1K 0.05% 177
2021
Q4 		$303K Buy
+4,560
New +$256K 0.05% 172
2020
Q1 		– Sell
-7,010
Closed -$222K – 191
2019
Q4 		$222K Buy
+7,010
New +$213K 0.07% 191

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

Resonant Capital Advisors's AVGO Position: Q1 2026 in Review

Resonant Capital Advisors increased its Broadcom (AVGO) stake by 4.8% in Q1 2026, buying an estimated $537K and bringing the position to 35,454 shares worth $11M. The position accounts for 0.58% of the portfolio, ranked #40.

Resonant Capital Advisors first reported a position in AVGO in Q4 2019 and has held it in 19 quarters since. The position peaked at $11.7M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Resonant Capital Advisors held 35,454 shares of Broadcom worth $11M as of Q1 2026.
  • Resonant Capital Advisors bought 1,633 Broadcom shares in Q1 2026, an estimated $537K.
  • Broadcom made up 0.58% of Resonant Capital Advisors's portfolio in Q1 2026, its #40 holding.
  • Resonant Capital Advisors first reported a position in Broadcom in Q4 2019 and has held it in 19 quarters since.
  • Resonant Capital Advisors's Broadcom position peaked at $11.7M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.