Root Financial Partners’s Broadcom AVGO Stock Holding History

Root Financial Partners’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	$9.59M	Sell	30,982 -2,313	-7%	-$761K	0.44%	26
2025 Q4	$11.5M	Buy	33,295 +12,016	+56%	+$4.3M	0.59%	23
2025 Q3	$7.02M	Buy	21,279 +703	+3%	+$216K	0.43%	26
2025 Q2	$5.67M	Buy	20,576 +15,127	+278%	+$3.28M	0.55%	28
2025 Q1	$932K	Sell	5,449 -2,380	-30%	-$504K	0.1%	71
2024 Q4	$1.82M	Buy	7,829 +3,265	+72%	+$604K	0.23%	35
2024 Q3	$787K	Buy	4,564 +924	+25%	+$148K	0.13%	63
2024 Q2	$585K	Buy	3,640 +1,290	+55%	+$181K	0.14%	61
2024 Q1	$312K	Buy	2,350 +180	+8%	+$22.3K	0.09%	76
2023 Q4	$243K	Buy	+2,170	New	+$205K	0.09%	69

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

Root Financial Partners's AVGO Position: Q1 2026 in Review

Root Financial Partners reduced its Broadcom (AVGO) stake by 6.9% in Q1 2026, selling an estimated $761K and leaving 30,982 shares worth $9.59M. The position accounts for 0.44% of the portfolio, ranked #26.

Root Financial Partners first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.5M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Root Financial Partners held 30,982 shares of Broadcom worth $9.59M as of Q1 2026.
Root Financial Partners sold 2,313 Broadcom shares in Q1 2026, an estimated $761K.
Broadcom made up 0.44% of Root Financial Partners's portfolio in Q1 2026, its #26 holding.
Root Financial Partners first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Root Financial Partners's Broadcom position peaked at $11.5M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.