TAFW
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Tred Avon Family Wealth’s Broadcom AVGO Stock Holding History

Tred Avon Family Wealth’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 		$3.8M Sell
12,287
-61
-0.5% -$20.1K 1.26% 14
2025
Q4 		$4.27M Buy
12,348
+22
+0.2% +$7.87K 1.39% 12
2025
Q3 		$4.07M Buy
+12,326
New +$3.78M 1.4% 12

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

Tred Avon Family Wealth's AVGO Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Broadcom (AVGO) stake by 0.49% in Q1 2026, selling an estimated $20.1K and leaving 12,287 shares worth $3.8M. The position accounts for 1.26% of the portfolio, ranked #14.

Tred Avon Family Wealth first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.27M in Q4 2025. 4,665 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Tred Avon Family Wealth held 12,287 shares of Broadcom worth $3.8M as of Q1 2026.
  • Tred Avon Family Wealth sold 61 Broadcom shares in Q1 2026, an estimated $20.1K.
  • Broadcom made up 1.26% of Tred Avon Family Wealth's portfolio in Q1 2026, its #14 holding.
  • Tred Avon Family Wealth first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Broadcom position peaked at $4.27M in Q4 2025.
  • 4,665 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.