Stelac Advisory Services’s Broadcom AVGO Stock Holding History

Stelac Advisory Services’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	$5.96M	Buy	19,264 +17,578	+1,043%	+$5.78M	1.21%	28
2025 Q4	$584K	Sell	1,686 -16	-0.9%	-$5.72K	0.21%	56
2025 Q3	$562K	Buy	1,702 +368	+28%	+$113K	0.19%	58
2025 Q2	$368K	Buy	1,334 +203	+18%	+$44.1K	0.14%	62
2025 Q1	$189K	Buy	1,131 +651	+136%	+$138K	0.08%	79
2024 Q4	$111K	Buy	+480	New	+$88.8K	0.04%	101
2021 Q2	–	Sell	-4,600	Closed	-$213K	–	288
2021 Q1	$213K	Buy	4,600 +1,190	+35%	+$55K	0.08%	149
2020 Q4	$149K	Hold	3,410	–	–	0.04%	206
2020 Q3	$124K	Buy	+3,410	New	+$114K	0.04%	160
2020 Q2	–	Sell	-4,900	Closed	-$116K	–	141
2020 Q1	$116K	Buy	+4,900	New	+$138K	0.06%	109
2018 Q3	–	Sell	-8,670	Closed	-$210K	–	136
2018 Q2	$210K	Buy	+8,670	New	+$213K	0.06%	79

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

Stelac Advisory Services's AVGO Position: Q1 2026 in Review

Stelac Advisory Services increased its Broadcom (AVGO) stake by 1,043% in Q1 2026, buying an estimated $5.78M and bringing the position to 19,264 shares worth $5.96M. The position accounts for 1.21% of the portfolio, ranked #28.

Stelac Advisory Services first reported a position in AVGO in Q2 2018 and has held it in 11 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Stelac Advisory Services held 19,264 shares of Broadcom worth $5.96M as of Q1 2026.
Stelac Advisory Services bought 17,578 Broadcom shares in Q1 2026, an estimated $5.78M.
Broadcom made up 1.21% of Stelac Advisory Services's portfolio in Q1 2026, its #28 holding.
Stelac Advisory Services first reported a position in Broadcom in Q2 2018 and has held it in 11 quarters since.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.