Trivest Advisors’s Broadcom AVGO Stock Holding History

Trivest Advisors’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	$12.4M	Sell	40,000 -690,000	-95%	-$227M	0.89%	18
2025 Q4	$253M	Buy	730,000 +157,500	+28%	+$56.3M	11.53%	3
2025 Q3	$189M	Buy	572,500 +7,500	+1%	+$2.3M	6.03%	6
2025 Q2	$156M	Buy	+565,000	New	+$123M	6.05%	5
2025 Q1	–	Sell	-100,500	Closed	-$23.3M	–	26
2024 Q4	$23.3M	Buy	+100,500	New	+$18.6M	1.06%	28
2024 Q3	–	Sell	-215,000	Closed	-$34.5M	–	36
2024 Q2	$34.5M	Buy	215,000 +195,000	+975%	+$27.3M	1.79%	10
2024 Q1	$2.65M	Buy	+20,000	New	+$2.48M	0.09%	23
2023 Q3	–	Sell	-800,800	Closed	-$69.5M	–	21
2023 Q2	$69.5M	Buy	+800,800	New	+$57.1M	2.39%	12
2022 Q1	–	Sell	-80,000	Closed	-$5.32M	–	25
2021 Q4	$5.32M	Buy	+80,000	New	+$4.5M	0.49%	8

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

Trivest Advisors's AVGO Position: Q1 2026 in Review

Trivest Advisors reduced its Broadcom (AVGO) stake by 95% in Q1 2026, selling an estimated $227M and leaving 40,000 shares worth $12.4M. The position accounts for 0.89% of the portfolio, ranked #18.

Trivest Advisors first reported a position in AVGO in Q4 2021 and has held it in 9 quarters since. The position peaked at $253M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Trivest Advisors held 40,000 shares of Broadcom worth $12.4M as of Q1 2026.
Trivest Advisors sold 690,000 Broadcom shares in Q1 2026, an estimated $227M.
Broadcom made up 0.89% of Trivest Advisors's portfolio in Q1 2026, its #18 holding.
Trivest Advisors first reported a position in Broadcom in Q4 2021 and has held it in 9 quarters since.
Trivest Advisors's Broadcom position peaked at $253M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Trivest Advisors's 13F filing for Q1 2026, filed 7 May 2026.