SWA
AVGO icon

Stratos Wealth Advisors’s Broadcom AVGO Stock Holding History

Stratos Wealth 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 		$2.53M Sell
8,161
-807
-9% -$266K 0.16% 131
2025
Q4 		$3.1M Buy
8,968
+822
+10% +$294K 0.15% 151
2025
Q3 		$2.69M Sell
8,146
-206
-2% -$63.2K 0.13% 169
2025
Q2 		$2.3M Buy
8,352
+619
+8% +$134K 0.12% 179
2025
Q1 		$1.29M Buy
7,733
+1,289
+20% +$273K 0.07% 265
2024
Q4 		$1.49M Sell
6,444
-3,882
-38% -$718K 0.07% 262
2024
Q3 		$1.78M Buy
10,326
+266
+3% +$42.6K 0.08% 260
2024
Q2 		$1.62M Buy
10,060
+2,960
+42% +$415K 0.08% 242
2024
Q1 		$941K Sell
7,100
-38,580
-84% -$4.78M 0.06% 341
2023
Q4 		$5.1M Buy
45,680
+13,090
+40% +$1.24M 0.29% 100
2023
Q3 		$2.71M Buy
32,590
+17,990
+123% +$1.56M 0.18% 152
2023
Q2 		$1.27M Buy
14,600
+2,810
+24% +$200K 0.09% 253
2023
Q1 		$756K Sell
11,790
-520
-4% -$31.3K 0.06% 337
2022
Q4 		$688K Sell
12,310
-980
-7% -$49.1K 0.06% 343
2022
Q3 		$590K Buy
13,290
+2,550
+24% +$130K 0.06% 329
2022
Q2 		$522K Buy
10,740
+720
+7% +$40.4K 0.05% 355
2022
Q1 		$631K Sell
10,020
-4,100
-29% -$244K 0.05% 341
2021
Q4 		$940K Buy
14,120
+4,240
+43% +$238K 0.07% 293
2021
Q3 		$479K Sell
9,880
-3,640
-27% -$177K 0.04% 365
2021
Q2 		$645K Buy
13,520
+910
+7% +$42.2K 0.06% 314
2021
Q1 		$585K Buy
12,610
+4,210
+50% +$195K 0.06% 293
2020
Q4 		$368K Buy
8,400
+2,480
+42% +$96.7K 0.05% 289
2020
Q3 		$216K Buy
+5,920
New +$198K 0.05% 289
2019
Q4 		– Sell
-8,890
Closed -$245K – 169
2019
Q3 		$245K Buy
8,890
+380
+4% +$10.8K 0.09% 216
2019
Q2 		$245K Buy
8,510
+350
+4% +$10.2K 0.1% 203
2019
Q1 		$245K Buy
+8,160
New +$221K 0.13% 182

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

Stratos Wealth Advisors's AVGO Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Broadcom (AVGO) stake by 9% in Q1 2026, selling an estimated $266K and leaving 8,161 shares worth $2.53M. The position accounts for 0.16% of the portfolio, ranked #131.

Stratos Wealth Advisors first reported a position in AVGO in Q1 2019 and has held it in 26 quarters since. The position peaked at $5.1M in Q4 2023. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Stratos Wealth Advisors held 8,161 shares of Broadcom worth $2.53M as of Q1 2026.
  • Stratos Wealth Advisors sold 807 Broadcom shares in Q1 2026, an estimated $266K.
  • Broadcom made up 0.16% of Stratos Wealth Advisors's portfolio in Q1 2026, its #131 holding.
  • Stratos Wealth Advisors first reported a position in Broadcom in Q1 2019 and has held it in 26 quarters since.
  • Stratos Wealth Advisors's Broadcom position peaked at $5.1M in Q4 2023.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.