Rollins Financial Advisors’s Broadcom AVGO Stock Holding History

Rollins 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	$986K	Buy	3,184 +561	+21%	+$185K	0.16%	69
2025 Q4	$908K	Buy	2,623 +187	+8%	+$66.9K	0.13%	67
2025 Q3	$804K	Sell	2,436 -232	-9%	-$71.2K	0.12%	67
2025 Q2	$735K	Buy	2,668 +776	+41%	+$169K	0.12%	69
2025 Q1	$317K	Sell	1,892 -3,266	-63%	-$691K	0.06%	100
2024 Q4	$1.2M	Buy	5,158 +378	+8%	+$69.9K	0.19%	53
2024 Q3	$824K	Buy	4,780 +250	+6%	+$40.1K	0.14%	61
2024 Q2	$727K	Buy	4,530 +1,030	+29%	+$144K	0.12%	66
2024 Q1	$464K	Buy	3,500 +1,100	+46%	+$136K	0.09%	76
2023 Q4	$268K	Buy	+2,400	New	+$227K	0.06%	86

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

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

Rollins Financial Advisors increased its Broadcom (AVGO) stake by 21% in Q1 2026, buying an estimated $185K and bringing the position to 3,184 shares worth $986K. The position accounts for 0.16% of the portfolio, ranked #69.

Rollins Financial Advisors first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Rollins Financial Advisors held 3,184 shares of Broadcom worth $986K as of Q1 2026.
Rollins Financial Advisors bought 561 Broadcom shares in Q1 2026, an estimated $185K.
Broadcom made up 0.16% of Rollins Financial Advisors's portfolio in Q1 2026, its #69 holding.
Rollins Financial Advisors first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's Broadcom position peaked at $1.2M in Q4 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.