Sendero Wealth Management’s Broadcom AVGO Stock Holding History

Sendero 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	$14.2M	Buy	45,732 +276	+0.6%	+$90.8K	1.57%	10
2025 Q4	$15.7M	Buy	45,456 +711	+2%	+$254K	1.74%	9
2025 Q3	$14.8M	Buy	44,745 +20,910	+88%	+$6.41M	1.73%	11
2025 Q2	$6.57M	Buy	23,835 +9,086	+62%	+$1.97M	0.82%	27
2025 Q1	$2.47M	Buy	14,749 +12,713	+624%	+$2.69M	0.34%	57
2024 Q4	$472K	Buy	2,036 +226	+12%	+$41.8K	0.07%	130
2024 Q3	$312K	Hold	1,810	–	–	0.05%	145
2024 Q2	$291K	Sell	1,810 -710	-28%	-$99.5K	0.05%	145
2024 Q1	$334K	Buy	2,520 +460	+22%	+$57K	0.06%	137
2023 Q4	$230K	Buy	+2,060	New	+$195K	0.04%	143

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

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

Sendero Wealth Management increased its Broadcom (AVGO) stake by 0.61% in Q1 2026, buying an estimated $90.8K and bringing the position to 45,732 shares worth $14.2M. The position accounts for 1.57% of the portfolio, ranked #10.

Sendero Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.7M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Sendero Wealth Management held 45,732 shares of Broadcom worth $14.2M as of Q1 2026.
Sendero Wealth Management bought 276 Broadcom shares in Q1 2026, an estimated $90.8K.
Broadcom made up 1.57% of Sendero Wealth Management's portfolio in Q1 2026, its #10 holding.
Sendero Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Sendero Wealth Management's Broadcom position peaked at $15.7M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.