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Stratos Wealth Partners’s Broadcom AVGO Stock Holding History

Stratos Wealth Partners’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 		$68M Sell
219,728
-9,116
-4% -$3M 0.77% 23
2025
Q4 		$79.2M Buy
228,844
+7,056
+3% +$2.52M 0.9% 16
2025
Q3 		$73.2M Buy
221,788
+8,929
+4% +$2.74M 0.86% 20
2025
Q2 		$58.7M Buy
212,859
+21,427
+11% +$4.65M 0.79% 21
2025
Q1 		$32.1M Sell
191,432
-5,554
-3% -$1.18M 0.49% 36
2024
Q4 		$45.7M Sell
196,986
-4,858
-2% -$899K 0.64% 25
2024
Q3 		$34.8M Buy
201,844
+10,884
+6% +$1.74M 0.5% 31
2024
Q2 		$30.7M Buy
190,960
+19,690
+11% +$2.76M 0.49% 33
2024
Q1 		$22.7M Buy
171,270
+5,510
+3% +$683K 0.38% 44
2023
Q4 		$18.5M Sell
165,760
-7,640
-4% -$723K 0.35% 50
2023
Q3 		$14.4M Buy
173,400
+7,480
+5% +$648K 0.31% 54
2023
Q2 		$14.4M Buy
165,920
+11,370
+7% +$811K 0.33% 57
2023
Q1 		$9.92M Sell
154,550
-11,450
-7% -$689K 0.26% 75
2022
Q4 		$9.28M Buy
166,000
+13,730
+9% +$688K 0.23% 89
2022
Q3 		$6.76M Buy
152,270
+15,860
+12% +$810K 0.19% 110
2022
Q2 		$6.63M Sell
136,410
-12,810
-9% -$719K 0.17% 131
2022
Q1 		$9.4M Buy
149,220
+23,570
+19% +$1.4M 0.21% 105
2021
Q4 		$8.36M Buy
125,650
+5,150
+4% +$289K 0.19% 115
2021
Q3 		$5.84M Buy
120,500
+870
+0.7% +$42.3K 0.15% 153
2021
Q2 		$5.71M Sell
119,630
-4,730
-4% -$219K 0.14% 159
2021
Q1 		$5.77M Buy
124,360
+2,760
+2% +$128K 0.16% 137
2020
Q4 		$5.33M Buy
121,600
+11,020
+10% +$430K 0.16% 149
2020
Q3 		$4.03M Buy
110,580
+37,510
+51% +$1.26M 0.13% 169
2020
Q2 		$2.31M Buy
73,070
+4,550
+7% +$127K 0.08% 235
2020
Q1 		$1.63M Buy
68,520
+32,040
+88% +$903K 0.07% 247
2019
Q4 		$1.15M Sell
36,480
-8,810
-19% -$267K 0.05% 357
2019
Q3 		$1.25M Sell
45,290
-2,670
-6% -$75.9K 0.05% 322
2019
Q2 		$1.38M Sell
47,960
-8,020
-14% -$234K 0.06% 285
2019
Q1 		$1.68M Buy
55,980
+21,650
+63% +$587K 0.08% 262
2018
Q4 		$873K Buy
34,330
+8,710
+34% +$206K 0.05% 363
2018
Q3 		$632K Buy
25,620
+6,620
+35% +$148K 0.03% 462
2018
Q2 		$461K Buy
+19,000
New +$466K 0.02% 589
2018
Q1 		– Sell
-34,020
Closed -$874K – 3114
2017
Q4 		$874K Sell
34,020
-1,280
-4% -$33.3K 0.04% 379
2017
Q3 		$856K Buy
35,300
+990
+3% +$24.5K 0.04% 363
2017
Q2 		$800K Buy
34,310
+1,520
+5% +$35.3K 0.04% 335
2017
Q1 		$718K Buy
32,790
+15,250
+87% +$314K 0.04% 341
2016
Q4 		$310K Buy
+17,540
New +$304K 0.02% 508

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 Partners's AVGO Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Broadcom (AVGO) stake by 4% in Q1 2026, selling an estimated $3M and leaving 219,728 shares worth $68M. The position accounts for 0.77% of the portfolio, ranked #23.

Stratos Wealth Partners first reported a position in AVGO in Q4 2016 and has held it in 37 quarters since. The position peaked at $79.2M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Stratos Wealth Partners held 219,728 shares of Broadcom worth $68M as of Q1 2026.
  • Stratos Wealth Partners sold 9,116 Broadcom shares in Q1 2026, an estimated $3M.
  • Broadcom made up 0.77% of Stratos Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • Stratos Wealth Partners first reported a position in Broadcom in Q4 2016 and has held it in 37 quarters since.
  • Stratos Wealth Partners's Broadcom position peaked at $79.2M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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