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Shepherd Financial Partners’s Broadcom AVGO Stock Holding History

Shepherd 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 		$9.96M Sell
32,191
-1,231
-4% -$405K 0.95% 29
2025
Q4 		$11.6M Sell
33,422
-585
-2% -$209K 1.07% 27
2025
Q3 		$11.2M Sell
34,007
-182
-0.5% -$55.8K 1.07% 26
2025
Q2 		$9.42M Buy
34,189
+4,669
+16% +$1.01M 1% 29
2025
Q1 		$4.94M Buy
29,520
+889
+3% +$188K 0.58% 38
2024
Q4 		$6.64M Buy
28,631
+2,412
+9% +$446K 0.79% 23
2024
Q3 		$4.52M Buy
26,219
+6,839
+35% +$1.1M 0.54% 34
2024
Q2 		$3.11M Buy
19,380
+230
+1% +$32.2K 0.4% 42
2024
Q1 		$2.54M Sell
19,150
-420
-2% -$52K 0.33% 51
2023
Q4 		$2.18M Buy
19,570
+1,350
+7% +$128K 0.31% 53
2023
Q3 		$1.51M Buy
18,220
+1,280
+8% +$111K 0.24% 67
2023
Q2 		$1.47M Buy
16,940
+820
+5% +$58.5K 0.23% 70
2023
Q1 		$1.03M Hold
16,120
– – 0.17% 83
2022
Q4 		$901K Buy
16,120
+990
+7% +$49.6K 0.16% 87
2022
Q3 		$672K Sell
15,130
-16,600
-52% -$848K 0.13% 98
2022
Q2 		$1.54M Buy
31,730
+2,530
+9% +$142K 0.3% 59
2022
Q1 		$1.84M Buy
29,200
+2,790
+11% +$166K 0.33% 57
2021
Q4 		$1.76M Buy
26,410
+1,770
+7% +$99.5K 0.3% 64
2021
Q3 		$1.19M Buy
+24,640
New +$1.2M 0.23% 78

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

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

Shepherd Financial Partners reduced its Broadcom (AVGO) stake by 3.7% in Q1 2026, selling an estimated $405K and leaving 32,191 shares worth $9.96M. The position accounts for 0.95% of the portfolio, ranked #29.

Shepherd Financial Partners first reported a position in AVGO in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Shepherd Financial Partners held 32,191 shares of Broadcom worth $9.96M as of Q1 2026.
  • Shepherd Financial Partners sold 1,231 Broadcom shares in Q1 2026, an estimated $405K.
  • Broadcom made up 0.95% of Shepherd Financial Partners's portfolio in Q1 2026, its #29 holding.
  • Shepherd Financial Partners first reported a position in Broadcom in Q3 2021 and has held it in 19 quarters since.
  • Shepherd Financial Partners's Broadcom position peaked at $11.6M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.