TritonPoint Wealth’s Broadcom AVGO Stock Holding History

TritonPoint 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	$2.67M	Buy	8,630 +117	+1%	+$38.5K	0.29%	81
2025 Q4	$2.95M	Sell	8,513 -5,863	-41%	-$2.1M	0.3%	77
2025 Q3	$4.74M	Sell	14,376 -1,212	-8%	-$372K	0.41%	65
2025 Q2	$4.3M	Buy	15,588 +394	+3%	+$85.6K	0.4%	67
2025 Q1	$2.54M	Buy	15,194 +908	+6%	+$192K	0.24%	97
2024 Q4	$3.31M	Buy	14,286 +2,102	+17%	+$389K	0.3%	84
2024 Q3	$2.1M	Buy	12,184 +364	+3%	+$58.4K	0.19%	110
2024 Q2	$1.9M	Buy	11,820 +600	+5%	+$84.1K	0.18%	114
2024 Q1	$1.26M	Sell	11,220 -320	-3%	-$39.6K	0.13%	131
2023 Q4	$1.29M	Buy	+11,540	New	+$1.09M	0.13%	134

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

TritonPoint Wealth's AVGO Position: Q1 2026 in Review

TritonPoint Wealth increased its Broadcom (AVGO) stake by 1.4% in Q1 2026, buying an estimated $38.5K and bringing the position to 8,630 shares worth $2.67M. The position accounts for 0.29% of the portfolio, ranked #81.

TritonPoint Wealth first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.74M in Q3 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

TritonPoint Wealth held 8,630 shares of Broadcom worth $2.67M as of Q1 2026.
TritonPoint Wealth bought 117 Broadcom shares in Q1 2026, an estimated $38.5K.
Broadcom made up 0.29% of TritonPoint Wealth's portfolio in Q1 2026, its #81 holding.
TritonPoint Wealth first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Broadcom position peaked at $4.74M in Q3 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.