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Rothschild Investment LLC’s Broadcom AVGO Stock Holding History

Rothschild Investment LLC’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 		$13.3M Buy
42,846
+1,425
+3% +$469K 0.69% 31
2025
Q4 		$14.3M Sell
41,421
-481
-1% -$172K 0.79% 29
2025
Q3 		$13.8M Sell
41,902
-360
-0.9% -$110K 0.78% 30
2025
Q2 		$11.6M Sell
42,262
-2,336
-5% -$507K 0.73% 34
2025
Q1 		$7.47M Sell
44,598
-1,542
-3% -$326K 0.5% 55
2024
Q4 		$10.7M Sell
46,140
-1,216
-3% -$225K 0.7% 33
2024
Q3 		$8.17M Buy
47,356
+1,056
+2% +$169K 0.53% 49
2024
Q2 		$7.43M Buy
46,300
+4,330
+10% +$607K 0.52% 49
2024
Q1 		$5.56M Buy
41,970
+30
+0.1% +$3.72K 0.4% 67
2023
Q4 		$4.68M Buy
41,940
+1,020
+2% +$96.6K 0.39% 66
2023
Q3 		$3.4M Buy
40,920
+1,590
+4% +$138K 0.29% 90
2023
Q2 		$3.41M Sell
39,330
-4,000
-9% -$285K 0.28% 91
2023
Q1 		$2.78M Sell
43,330
-840
-2% -$50.5K 0.24% 101
2022
Q4 		$2.47M Sell
44,170
-870
-2% -$43.6K 0.23% 108
2022
Q3 		$2M Sell
45,040
-480
-1% -$24.5K 0.2% 123
2022
Q2 		$2.21M Buy
45,520
+100
+0.2% +$5.61K 0.2% 117
2022
Q1 		$2.86M Buy
45,420
+2,680
+6% +$159K 0.22% 110
2021
Q4 		$2.84M Sell
42,740
-670
-2% -$37.7K 0.22% 110
2021
Q3 		$2.1M Buy
43,410
+150
+0.3% +$7.29K 0.18% 128
2021
Q2 		$2.06M Buy
43,260
+2,240
+5% +$104K 0.16% 134
2021
Q1 		$1.9M Buy
41,020
+3,440
+9% +$159K 0.16% 135
2020
Q4 		$1.65M Buy
37,580
+850
+2% +$33.1K 0.16% 132
2020
Q3 		$1.34M Hold
36,730
– – 0.15% 140
2020
Q2 		$1.16M Sell
36,730
-2,120
-5% -$59.3K 0.14% 147
2020
Q1 		$921K Buy
38,850
+300
+0.8% +$8.45K 0.12% 174
2019
Q4 		$1.22M Buy
38,550
+700
+2% +$21.3K 0.12% 168
2019
Q3 		$1.04M Hold
37,850
– – 0.12% 164
2019
Q2 		$1.09M Buy
37,850
+8,000
+27% +$233K 0.13% 158
2019
Q1 		$898K Buy
29,850
+19,350
+184% +$525K 0.11% 183
2018
Q4 		$267K Buy
+10,500
New +$248K 0.04% 305

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

Rothschild Investment LLC's AVGO Position: Q1 2026 in Review

Rothschild Investment LLC increased its Broadcom (AVGO) stake by 3.4% in Q1 2026, buying an estimated $469K and bringing the position to 42,846 shares worth $13.3M. The position accounts for 0.69% of the portfolio, ranked #31.

Rothschild Investment LLC first reported a position in AVGO in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.3M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Rothschild Investment LLC held 42,846 shares of Broadcom worth $13.3M as of Q1 2026.
  • Rothschild Investment LLC bought 1,425 Broadcom shares in Q1 2026, an estimated $469K.
  • Broadcom made up 0.69% of Rothschild Investment LLC's portfolio in Q1 2026, its #31 holding.
  • Rothschild Investment LLC first reported a position in Broadcom in Q4 2018 and has held it in 30 quarters since.
  • Rothschild Investment LLC's Broadcom position peaked at $14.3M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.