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SHP Wealth Management’s Broadcom AVGO Stock Holding History

SHP 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 		$2.48M Buy
8,013
+180
+2% +$59.2K 0.19% 39
2025
Q4 		$2.71M Buy
+7,833
New +$2.8M 0.21% 35

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Broadcom (AVGO) stake by 2.3% in Q1 2026, buying an estimated $59.2K and bringing the position to 8,013 shares worth $2.48M. The position accounts for 0.19% of the portfolio, ranked #39.

SHP Wealth Management first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.71M in Q4 2025. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • SHP Wealth Management held 8,013 shares of Broadcom worth $2.48M as of Q1 2026.
  • SHP Wealth Management bought 180 Broadcom shares in Q1 2026, an estimated $59.2K.
  • Broadcom made up 0.19% of SHP Wealth Management's portfolio in Q1 2026, its #39 holding.
  • SHP Wealth Management first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Broadcom position peaked at $2.71M in Q4 2025.
  • 4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.