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Sound View Wealth Advisors Group’s Broadcom AVGO Stock Holding History

Sound View Wealth Advisors Group’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 		$17M Sell
54,932
-552
-1% -$182K 1.16% 20
2025
Q4 		$19.2M Sell
55,484
-2,923
-5% -$1.05M 1.29% 19
2025
Q3 		$19.3M Sell
58,407
-5,930
-9% -$1.82M 1.32% 17
2025
Q2 		$17.7M Buy
64,337
+13,341
+26% +$2.9M 1.31% 19
2025
Q1 		$8.54M Sell
50,996
-1,592
-3% -$337K 0.7% 37
2024
Q4 		$12.2M Buy
52,588
+2,727
+5% +$504K 0.98% 27
2024
Q3 		$8.6M Buy
49,861
+4,331
+10% +$694K 0.7% 37
2024
Q2 		$7.31M Sell
45,530
-5,850
-11% -$820K 0.75% 34
2024
Q1 		$6.81M Sell
51,380
-5,890
-10% -$730K 0.73% 39
2023
Q4 		$6.39M Sell
57,270
-1,920
-3% -$182K 0.71% 39
2023
Q3 		$4.92M Buy
59,190
+770
+1% +$66.7K 0.61% 42
2023
Q2 		$5.07M Sell
58,420
-2,930
-5% -$209K 0.66% 39
2023
Q1 		$3.94M Buy
61,350
+4,080
+7% +$245K 0.54% 46
2022
Q4 		$6.39M Buy
57,270
+13,580
+31% +$681K 0.71% 39
2022
Q3 		$1.94M Buy
43,690
+220
+0.5% +$11.2K 0.44% 64
2022
Q2 		$2.11M Buy
43,470
+90
+0.2% +$5.05K 0.44% 62
2022
Q1 		$2.73M Buy
43,380
+6,450
+17% +$383K 0.52% 52
2021
Q4 		$2.46M Buy
36,930
+820
+2% +$46.1K 0.46% 55
2021
Q3 		$1.75M Buy
36,110
+200
+0.6% +$9.73K 0.37% 68
2021
Q2 		$1.71M Sell
35,910
-1,840
-5% -$85.3K 0.36% 72
2021
Q1 		$1.75M Buy
37,750
+280
+0.7% +$12.9K 0.41% 68
2020
Q4 		$1.64M Sell
37,470
-2,200
-6% -$85.8K 0.4% 68
2020
Q3 		$1.45M Sell
39,670
-70
-0.2% -$2.35K 0.38% 73
2020
Q2 		$1.25M Buy
39,740
+1,590
+4% +$44.5K 0.35% 82
2020
Q1 		$904K Buy
38,150
+11,310
+42% +$319K 0.31% 85
2019
Q4 		$848K Sell
26,840
-820
-3% -$24.9K 0.24% 102
2019
Q3 		$764K Sell
27,660
-230
-0.8% -$6.54K 0.23% 104
2019
Q2 		$803K Buy
+27,890
New +$813K 0.24% 106

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

Sound View Wealth Advisors Group's AVGO Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Broadcom (AVGO) stake by 0.99% in Q1 2026, selling an estimated $182K and leaving 54,932 shares worth $17M. The position accounts for 1.16% of the portfolio, ranked #20.

Sound View Wealth Advisors Group first reported a position in AVGO in Q2 2019 and has held it in 28 quarters since. The position peaked at $19.3M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Sound View Wealth Advisors Group held 54,932 shares of Broadcom worth $17M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 552 Broadcom shares in Q1 2026, an estimated $182K.
  • Broadcom made up 1.16% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #20 holding.
  • Sound View Wealth Advisors Group first reported a position in Broadcom in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Broadcom position peaked at $19.3M in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.