Simplicity Wealth’s Broadcom AVGO Stock Holding History

Simplicity Wealth’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	$11.3M	Buy	36,579 +4,905	+15%	+$1.61M	0.64%	30
2025 Q4	$11M	Buy	31,674 +1,618	+5%	+$579K	0.65%	28
2025 Q3	$9.92M	Sell	30,056 -14,194	-32%	-$4.35M	0.57%	31
2025 Q2	$12.2M	Buy	44,250 +22,710	+105%	+$4.93M	0.51%	40
2025 Q1	$3.61M	Buy	21,540 +15,208	+240%	+$3.22M	0.28%	83
2024 Q4	$1.47M	Sell	6,332 -10,556	-63%	-$1.95M	0.31%	58
2024 Q3	$2.91M	Sell	16,888 -143,052	-89%	-$22.9M	0.27%	85
2024 Q2	$25.7M	Buy	159,940 +1,730	+1%	+$242K	0.58%	29
2024 Q1	$21M	Buy	158,210 +155,600	+5,962%	+$19.3M	0.5%	31
2023 Q4	$292K	Buy	+2,610	New	+$247K	0.11%	142

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

Simplicity Wealth's AVGO Position: Q1 2026 in Review

Simplicity Wealth increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $1.61M and bringing the position to 36,579 shares worth $11.3M. The position accounts for 0.64% of the portfolio, ranked #30.

Simplicity Wealth first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.7M in Q2 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Simplicity Wealth held 36,579 shares of Broadcom worth $11.3M as of Q1 2026.
Simplicity Wealth bought 4,905 Broadcom shares in Q1 2026, an estimated $1.61M.
Broadcom made up 0.64% of Simplicity Wealth's portfolio in Q1 2026, its #30 holding.
Simplicity Wealth first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's Broadcom position peaked at $25.7M in Q2 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.