Steward Partners Investment Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $226M | Buy |
729,521
+170,884
| +31% | +$56.2M | 1.15% | 14 |
|
|
2025
Q4 | $193M | Buy |
558,637
+18,761
| +3% | +$6.71M | 1.06% | 17 |
|
|
2025
Q3 | $178M | Sell |
539,876
-80,991
| -13% | -$24.8M | 1.02% | 18 |
|
|
2025
Q2 | $171M | Buy |
620,867
+3,254
| +0.5% | +$707K | 1.34% | 11 |
|
|
2025
Q1 | $103M | Buy |
617,613
+9,575
| +2% | +$2.03M | 0.91% | 13 |
|
|
2024
Q4 | $141M | Buy |
608,038
+33,603
| +6% | +$6.22M | 1.25% | 10 |
|
|
2024
Q3 | $99.1M | Buy |
574,435
+76,915
| +15% | +$12.3M | 0.92% | 12 |
|
|
2024
Q2 | $79.9M | Buy |
497,520
+15,230
| +3% | +$2.13M | 0.84% | 14 |
|
|
2024
Q1 | $63.9M | Buy |
482,290
+96,910
| +25% | +$12M | 0.7% | 19 |
|
|
2023
Q4 | $43M | Buy |
385,380
+28,970
| +8% | +$2.74M | 0.58% | 25 |
|
|
2023
Q3 | $29.6M | Buy |
356,410
+26,440
| +8% | +$2.29M | 0.46% | 44 |
|
|
2023
Q2 | $28.6M | Sell |
329,970
-16,810
| -5% | -$1.2M | 0.43% | 45 |
|
|
2023
Q1 | $22.2M | Sell |
346,780
-31,320
| -8% | -$1.88M | 0.36% | 58 |
|
|
2022
Q4 | $21.1M | Sell |
378,100
-34,890
| -8% | -$1.75M | 0.36% | 59 |
|
|
2022
Q3 | $18.3M | Sell |
412,990
-29,060
| -7% | -$1.48M | 0.34% | 61 |
|
|
2022
Q2 | $21.5M | Sell |
442,050
-230,460
| -34% | -$12.9M | 0.39% | 52 |
|
|
2022
Q1 | $42.3M | Buy |
672,510
+56,410
| +9% | +$3.35M | 0.66% | 21 |
|
|
2021
Q4 | $41M | Buy |
616,100
+21,820
| +4% | +$1.23M | 0.62% | 21 |
|
|
2021
Q3 | $28.8M | Buy |
594,280
+73,040
| +14% | +$3.55M | 0.5% | 35 |
|
|
2021
Q2 | $24.9M | Buy |
521,240
+44,970
| +9% | +$2.08M | 0.42% | 39 |
|
|
2021
Q1 | $22.1M | Buy |
476,270
+13,190
| +3% | +$610K | 0.39% | 55 |
|
|
2020
Q4 | $20.3M | Buy |
463,080
+161,140
| +53% | +$6.28M | 0.44% | 47 |
|
|
2020
Q3 | $11M | Buy |
301,940
+121,190
| +67% | +$4.06M | 0.28% | 86 |
|
|
2020
Q2 | $5.71M | Buy |
180,750
+2,430
| +1% | +$68K | 0.16% | 153 |
|
|
2020
Q1 | $4.23M | Buy |
178,320
+9,660
| +6% | +$272K | 0.15% | 157 |
|
|
2019
Q4 | $5.33M | Sell |
168,660
-14,680
| -8% | -$446K | 0.16% | 143 |
|
|
2019
Q3 | $5.06M | Buy |
183,340
+10,610
| +6% | +$302K | 0.17% | 139 |
|
|
2019
Q2 | $4.97M | Buy |
172,730
+11,570
| +7% | +$337K | 0.18% | 129 |
|
|
2019
Q1 | $4.85M | Buy |
161,160
+9,990
| +7% | +$271K | 0.21% | 119 |
|
|
2018
Q4 | $3.84M | Buy |
151,170
+11,850
| +9% | +$280K | 0.19% | 127 |
|
|
2018
Q3 | $3.44M | Buy |
139,320
+58,790
| +73% | +$1.32M | 0.16% | 139 |
|
|
2018
Q2 | $1.95M | Sell |
80,530
-125,900
| -61% | -$3.09M | 0.12% | 199 |
|
|
2018
Q1 | $4.86M | Buy |
+206,430
| New | +$5.2M | 0.33% | 74 |
|
Other funds holding AVGO
VCM
VPM
Steward Partners Investment Advisory's AVGO Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Broadcom (AVGO) stake by 31% in Q1 2026, buying an estimated $56.2M and bringing the position to 729,521 shares worth $226M. The position accounts for 1.15% of the portfolio, ranked #14.
Steward Partners Investment Advisory first reported a position in AVGO in Q1 2018 and has held it in 33 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Steward Partners Investment Advisory held 729,521 shares of Broadcom worth $226M as of Q1 2026.
- Steward Partners Investment Advisory bought 170,884 Broadcom shares in Q1 2026, an estimated $56.2M.
- Broadcom made up 1.15% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #14 holding.
- Steward Partners Investment Advisory first reported a position in Broadcom in Q1 2018 and has held it in 33 quarters since.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.