River Wealth Advisors’s Broadcom AVGO Stock Holding History

River Wealth 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	$1.36M	Buy	4,403 +81	+2%	+$26.7K	0.16%	95
2025 Q4	$1.5M	Buy	4,322 +1,803	+72%	+$645K	0.17%	89
2025 Q3	$831K	Buy	2,519 +263	+12%	+$80.7K	0.1%	122
2025 Q2	$622K	Buy	2,256 +317	+16%	+$68.8K	0.08%	143
2025 Q1	$325K	Buy	1,939 +87	+5%	+$18.4K	0.05%	169
2024 Q4	$429K	Buy	+1,852	New	+$343K	0.06%	162
2019 Q1	–	Sell	-230	Closed	-$6K	–	172
2018 Q4	$6K	Hold	230	–	–	﹤0.01%	454
2018 Q3	$6K	Hold	230	–	–	﹤0.01%	485
2018 Q2	$6K	Buy	+230	New	+$5.64K	﹤0.01%	483

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

River Wealth Advisors's AVGO Position: Q1 2026 in Review

River Wealth Advisors increased its Broadcom (AVGO) stake by 1.9% in Q1 2026, buying an estimated $26.7K and bringing the position to 4,403 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #95.

River Wealth Advisors first reported a position in AVGO in Q2 2018 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

River Wealth Advisors held 4,403 shares of Broadcom worth $1.36M as of Q1 2026.
River Wealth Advisors bought 81 Broadcom shares in Q1 2026, an estimated $26.7K.
Broadcom made up 0.16% of River Wealth Advisors's portfolio in Q1 2026, its #95 holding.
River Wealth Advisors first reported a position in Broadcom in Q2 2018 and has held it in 9 quarters since.
River Wealth Advisors's Broadcom position peaked at $1.5M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.