Stegent Equity Advisors’s Broadcom AVGO Stock Holding History

Stegent Equity Advisors’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	$1.03M	Sell	3,313 -2,617	-44%	-$861K	0.87%	37
2025 Q4	$2.05M	Sell	5,930 -1,739	-23%	-$622K	1.6%	18
2025 Q3	$2.53M	Buy	7,669 +4,054	+112%	+$1.24M	2.06%	11
2025 Q2	$996K	Buy	+3,615	New	+$785K	0.88%	30
2024 Q2	–	Sell	-6,310	Closed	-$836K	–	82
2024 Q1	$836K	Buy	6,310 +3,880	+160%	+$481K	0.85%	44
2023 Q4	$271K	Buy	+2,430	New	+$230K	0.32%	56

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

Stegent Equity Advisors's AVGO Position: Q1 2026 in Review

Stegent Equity Advisors reduced its Broadcom (AVGO) stake by 44% in Q1 2026, selling an estimated $861K and leaving 3,313 shares worth $1.03M. The position accounts for 0.87% of the portfolio, ranked #37.

Stegent Equity Advisors first reported a position in AVGO in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.53M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Stegent Equity Advisors held 3,313 shares of Broadcom worth $1.03M as of Q1 2026.
Stegent Equity Advisors sold 2,617 Broadcom shares in Q1 2026, an estimated $861K.
Broadcom made up 0.87% of Stegent Equity Advisors's portfolio in Q1 2026, its #37 holding.
Stegent Equity Advisors first reported a position in Broadcom in Q4 2023 and has held it in 6 quarters since.
Stegent Equity Advisors's Broadcom position peaked at $2.53M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.