Trivant Custom Portfolio Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.52M Buy
8,133
+4,555
+127% +$1.5M 1.38% 22
2025
Q4
$1.24M Buy
3,578
+50
+1% +$17.9K 0.71% 42
2025
Q3
$1.16M Buy
3,528
+58
+2% +$17.8K 0.6% 49
2025
Q2
$957K Sell
3,470
-50
-1% -$10.9K 0.53% 59
2025
Q1
$589K Hold
3,520
0.34% 66
2024
Q4
$816K Buy
3,520
+100
+3% +$18.5K 0.48% 48
2024
Q3
$590K Sell
3,420
-100
-3% -$16K 0.34% 59
2024
Q2
$565K Buy
3,520
+190
+6% +$26.6K 0.35% 53
2024
Q1
$441K Hold
3,330
0.28% 48
2023
Q4
$372K Buy
3,330
+260
+8% +$24.6K 0.25% 48
2023
Q3
$255K Hold
3,070
0.19% 46
2023
Q2
$266K Hold
3,070
0.19% 47
2023
Q1
$197K Buy
+3,070
New +$185K 0.14% 56

Other funds holding AVGO

Trivant Custom Portfolio Group's AVGO Position: Q1 2026 in Review

Trivant Custom Portfolio Group increased its Broadcom (AVGO) stake by 127% in Q1 2026, buying an estimated $1.5M and bringing the position to 8,133 shares worth $2.52M. The position accounts for 1.38% of the portfolio, ranked #22.

Trivant Custom Portfolio Group first reported a position in AVGO in Q1 2023 and has held it in 13 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Trivant Custom Portfolio Group held 8,133 shares of Broadcom worth $2.52M as of Q1 2026.
  • Trivant Custom Portfolio Group bought 4,555 Broadcom shares in Q1 2026, an estimated $1.5M.
  • Broadcom made up 1.38% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #22 holding.
  • Trivant Custom Portfolio Group first reported a position in Broadcom in Q1 2023 and has held it in 13 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.