Triad Wealth Partners’s Broadcom AVGO Stock Holding History

Triad 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	$7.16M	Buy	23,138 +1,088	+5%	+$358K	0.57%	37
2025 Q4	$7.63M	Sell	22,050 -5,352	-20%	-$1.91M	0.73%	37
2025 Q3	$9.04M	Buy	27,402 +11,071	+68%	+$3.4M	1.17%	23
2025 Q2	$4.5M	Buy	16,331 +2,468	+18%	+$536K	0.91%	29
2025 Q1	$2.32M	Buy	13,863 +4,145	+43%	+$877K	0.72%	32
2024 Q4	$2.25M	Buy	+9,718	New	+$1.8M	0.81%	26
2024 Q3	–	Sell	-6,310	Closed	-$1.01M	–	111
2024 Q2	$1.01M	Buy	6,310 +840	+15%	+$118K	0.53%	25
2024 Q1	$725K	Buy	+5,470	New	+$678K	0.56%	24

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triad Wealth Partners's AVGO Position: Q1 2026 in Review

Triad Wealth Partners increased its Broadcom (AVGO) stake by 4.9% in Q1 2026, buying an estimated $358K and bringing the position to 23,138 shares worth $7.16M. The position accounts for 0.57% of the portfolio, ranked #37.

Triad Wealth Partners first reported a position in AVGO in Q1 2024 and has held it in 8 quarters since. The position peaked at $9.04M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Triad Wealth Partners held 23,138 shares of Broadcom worth $7.16M as of Q1 2026.
Triad Wealth Partners bought 1,088 Broadcom shares in Q1 2026, an estimated $358K.
Broadcom made up 0.57% of Triad Wealth Partners's portfolio in Q1 2026, its #37 holding.
Triad Wealth Partners first reported a position in Broadcom in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Broadcom position peaked at $9.04M in Q3 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.