ROI Financial Advisors’s Broadcom AVGO Stock Holding History

ROI Financial 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	$9.52M	Sell	30,756 -1,238	-4%	-$407K	5.69%	4
2025 Q4	$11.1M	Sell	31,994 -1,767	-5%	-$632K	6.36%	3
2025 Q3	$11.1M	Sell	33,761 -4,925	-13%	-$1.51M	6.65%	2
2025 Q2	$10.7M	Buy	38,686 +98	+0.3%	+$21.3K	6.78%	2
2025 Q1	$6.46M	Sell	38,588 -360	-0.9%	-$76.2K	4.69%	5
2024 Q4	$9.03M	Sell	38,948 -1,640	-4%	-$303K	6.15%	4
2024 Q3	$7M	Sell	40,588 -1,532	-4%	-$246K	4.84%	6
2024 Q2	$6.76M	Buy	42,120 +70	+0.2%	+$9.81K	4.91%	6
2024 Q1	$5.57M	Sell	42,050 -1,260	-3%	-$156K	4.38%	6
2023 Q4	$4.83M	Buy	+43,310	New	+$4.1M	4%	8

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

ROI Financial Advisors's AVGO Position: Q1 2026 in Review

ROI Financial Advisors reduced its Broadcom (AVGO) stake by 3.9% in Q1 2026, selling an estimated $407K and leaving 30,756 shares worth $9.52M. The position accounts for 5.69% of the portfolio, ranked #4.

ROI Financial Advisors first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.1M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

ROI Financial Advisors held 30,756 shares of Broadcom worth $9.52M as of Q1 2026.
ROI Financial Advisors sold 1,238 Broadcom shares in Q1 2026, an estimated $407K.
Broadcom made up 5.69% of ROI Financial Advisors's portfolio in Q1 2026, its #4 holding.
ROI Financial Advisors first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
ROI Financial Advisors's Broadcom position peaked at $11.1M in Q3 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.