Ruedi Wealth Management’s Broadcom AVGO Stock Holding History

Ruedi Wealth Management’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	$254K	Hold	819	–	–	0.07%	56
2025 Q4	$283K	Buy	+819	New	+$293K	0.07%	55
2025 Q2	–	Sell	-564	Closed	-$94.5K	–	79
2025 Q1	$94.5K	Hold	564	–	–	0.03%	70
2024 Q4	$131K	Hold	564	–	–	0.04%	57
2024 Q3	$97.4K	Sell	564 -46	-8%	-$7.38K	0.03%	69
2024 Q2	$98.7K	Buy	610 +100	+20%	+$14K	0.04%	65
2024 Q1	$68.1K	Buy	510 +260	+104%	+$32.2K	0.03%	75
2023 Q4	$28.3K	Hold	250	–	–	0.01%	100
2023 Q3	$20.9K	Hold	250	–	–	0.01%	108
2023 Q2	$21.8K	Hold	250	–	–	0.01%	110
2023 Q1	$16K	Hold	250	–	–	0.01%	131
2022 Q4	$14K	Buy	+250	New	+$12.5K	0.01%	123

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

Ruedi Wealth Management's AVGO Position: Q1 2026 in Review

Ruedi Wealth Management held its Broadcom (AVGO) position steady in Q1 2026 at 819 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #56.

Ruedi Wealth Management first reported a position in AVGO in Q4 2022 and has held it in 12 quarters since. The position peaked at $283K in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Ruedi Wealth Management held 819 shares of Broadcom worth $254K as of Q1 2026.
Ruedi Wealth Management left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.07% of Ruedi Wealth Management's portfolio in Q1 2026, its #56 holding.
Ruedi Wealth Management first reported a position in Broadcom in Q4 2022 and has held it in 12 quarters since.
Ruedi Wealth Management's Broadcom position peaked at $283K in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.