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Ruggaard & Associates’s Broadcom AVGO Stock Holding History

Ruggaard & Associates’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 		$491K Sell
1,587
-42
-3% -$13.8K 0.19% 66
2025
Q4 		$564K Sell
1,629
-10
-0.6% -$3.58K 0.22% 62
2025
Q3 		$541K Sell
1,639
-16
-1% -$4.91K 0.2% 62
2025
Q2 		$456K Buy
1,655
+89
+6% +$19.3K 0.18% 69
2025
Q1 		$262K Buy
1,566
+516
+49% +$109K 0.11% 100
2024
Q4 		$243K Buy
+1,050
New +$194K 0.11% 101

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

Ruggaard & Associates's AVGO Position: Q1 2026 in Review

Ruggaard & Associates reduced its Broadcom (AVGO) stake by 2.6% in Q1 2026, selling an estimated $13.8K and leaving 1,587 shares worth $491K. The position accounts for 0.19% of the portfolio, ranked #66.

Ruggaard & Associates first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $564K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Ruggaard & Associates held 1,587 shares of Broadcom worth $491K as of Q1 2026.
  • Ruggaard & Associates sold 42 Broadcom shares in Q1 2026, an estimated $13.8K.
  • Broadcom made up 0.19% of Ruggaard & Associates's portfolio in Q1 2026, its #66 holding.
  • Ruggaard & Associates first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Ruggaard & Associates's Broadcom position peaked at $564K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.