RBA
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Richard Bernstein Advisors’s Broadcom AVGO Stock Holding History

Richard Bernstein 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 		$9.65M Sell
31,166
-1,098
-3% -$361K 0.28% 22
2025
Q4 		$11.2M Sell
32,264
-3,314
-9% -$1.19M 0.33% 24
2025
Q3 		$11.7M Sell
35,578
-39,919
-53% -$12.2M 0.33% 25
2025
Q2 		$20.8M Sell
75,497
-7,458
-9% -$1.62M 0.51% 25
2025
Q1 		$13.9M Sell
82,955
-3,757
-4% -$795K 0.34% 29
2024
Q4 		$20.1M Sell
86,712
-3,962
-4% -$733K 0.46% 32
2024
Q3 		$15.6M Sell
90,674
-2,046
-2% -$328K 0.34% 34
2024
Q2 		$14.9M Buy
92,720
+6,480
+8% +$908K 0.33% 40
2024
Q1 		$11.4M Buy
86,240
+16,900
+24% +$2.09M 0.25% 41
2023
Q4 		$7.74M Buy
69,340
+8,310
+14% +$787K 0.17% 48
2023
Q3 		$5.07M Hold
61,030
– – 0.11% 58
2023
Q2 		$5.29M Buy
61,030
+34,490
+130% +$2.46M 0.11% 58
2023
Q1 		$1.7M Hold
26,540
– – 0.04% 166
2022
Q4 		$1.48M Hold
26,540
– – 0.03% 173
2022
Q3 		$1.18M Hold
26,540
– – 0.03% 183
2022
Q2 		$1.29M Hold
26,540
– – 0.03% 198
2022
Q1 		$1.67M Buy
26,540
+4,860
+22% +$289K 0.03% 212
2021
Q4 		$1.44M Buy
+21,680
New +$1.22M 0.03% 226
2019
Q2 		– Sell
-24,590
Closed -$739K – 228
2019
Q1 		$739K Sell
24,590
-205,360
-89% -$5.57M 0.02% 233
2018
Q4 		$5.85M Hold
229,950
– – 0.22% 75
2018
Q3 		$5.67M Buy
229,950
+27,810
+14% +$624K 0.16% 104
2018
Q2 		$4.91M Buy
202,140
+11,630
+6% +$285K 0.16% 104
2018
Q1 		$4.49M Buy
190,510
+22,260
+13% +$560K 0.16% 122
2017
Q4 		$4.32M Hold
168,250
– – 0.19% 115
2017
Q3 		$4.08M Hold
168,250
– – 0.28% 104
2017
Q2 		$3.92M Hold
168,250
– – 0.3% 96
2017
Q1 		$3.68M Hold
168,250
– – 0.29% 117
2016
Q4 		$2.97M Hold
168,250
– – 0.25% 137
2016
Q3 		$2.9M Hold
168,250
– – 0.28% 128
2016
Q2 		$2.62M Hold
168,250
– – 0.25% 139
2016
Q1 		$2.6M Buy
+168,250
New +$2.27M 0.26% 126

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

Richard Bernstein Advisors's AVGO Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its Broadcom (AVGO) stake by 3.4% in Q1 2026, selling an estimated $361K and leaving 31,166 shares worth $9.65M. The position accounts for 0.28% of the portfolio, ranked #22.

Richard Bernstein Advisors first reported a position in AVGO in Q1 2016 and has held it in 31 quarters since. The position peaked at $20.8M in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Richard Bernstein Advisors held 31,166 shares of Broadcom worth $9.65M as of Q1 2026.
  • Richard Bernstein Advisors sold 1,098 Broadcom shares in Q1 2026, an estimated $361K.
  • Broadcom made up 0.28% of Richard Bernstein Advisors's portfolio in Q1 2026, its #22 holding.
  • Richard Bernstein Advisors first reported a position in Broadcom in Q1 2016 and has held it in 31 quarters since.
  • Richard Bernstein Advisors's Broadcom position peaked at $20.8M in Q2 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.