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Tandem Financial’s Broadcom AVGO Stock Holding History

Tandem Financial’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 		$262K Buy
+846
New +$278K 0.08% 88
2025
Q4 		– Sell
-608
Closed -$201K – 51
2025
Q3 		$201K Buy
+608
New +$187K 0.07% 89

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Tandem Financial's AVGO Position: Q1 2026 in Review

Tandem Financial opened a new position in Broadcom (AVGO) in Q1 2026: 846 shares worth $262K. The stake represents 0.08% of the portfolio and ranks #88 among its holdings. This is a return to the name: Tandem Financial previously reported a position in AVGO as recently as Q3 2025.

Tandem Financial first reported a position in AVGO in Q3 2025 and has held it in 2 quarters since. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Tandem Financial held 846 shares of Broadcom worth $262K as of Q1 2026.
  • Broadcom was a new Tandem Financial position in Q1 2026.
  • Broadcom made up 0.08% of Tandem Financial's portfolio in Q1 2026, its #88 holding.
  • Tandem Financial first reported a position in Broadcom in Q3 2025 and has held it in 2 quarters since.
  • 4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.