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AVGO icon

TruWealth Advisors’s Broadcom AVGO Stock Holding History

TruWealth 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 		$29.4M Buy
94,899
+3,447
+4% +$1.13M 1.41% 25
2025
Q4 		$31.7M Sell
91,452
-55,336
-38% -$19.8M 1.55% 20
2025
Q3 		$48.5M Sell
146,788
-9,199
-6% -$2.82M 2.45% 12
2025
Q2 		$43M Buy
155,987
+313
+0.2% +$68K 2.37% 10
2025
Q1 		$26.1M Sell
155,674
-1,773
-1% -$375K 1.58% 20
2024
Q4 		$36.5M Sell
157,447
-16,863
-10% -$3.12M 2.2% 15
2024
Q3 		$30.1M Sell
174,310
-1,970
-1% -$316K 1.84% 16
2024
Q2 		$28.3M Buy
176,280
+31,170
+21% +$4.37M 1.88% 17
2024
Q1 		$19.2M Sell
145,110
-3,300
-2% -$409K 1.34% 23
2023
Q4 		$16.6M Buy
148,410
+1,970
+1% +$187K 1.26% 26
2023
Q3 		$12.2M Sell
146,440
-12,010
-8% -$1.04M 1.05% 30
2023
Q2 		$13.7M Buy
158,450
+43,100
+37% +$3.07M 1.18% 30
2023
Q1 		$7.4M Buy
115,350
+3,660
+3% +$220K 0.68% 41
2022
Q4 		$6.25M Buy
111,690
+6,210
+6% +$311K 0.61% 44
2022
Q3 		$4.68M Buy
105,480
+8,880
+9% +$454K 0.5% 44
2022
Q2 		$4.69M Buy
96,600
+10,470
+12% +$588K 0.5% 39
2022
Q1 		$5.42M Sell
86,130
-8,750
-9% -$520K 0.56% 37
2021
Q4 		$6.31M Buy
94,880
+61,740
+186% +$3.47M 0.64% 36
2021
Q3 		$1.61M Buy
33,140
+1,720
+5% +$83.6K 0.18% 53
2021
Q2 		$1.5M Buy
31,420
+2,720
+9% +$126K 0.18% 55
2021
Q1 		$1.33M Buy
28,700
+680
+2% +$31.4K 0.18% 52
2020
Q4 		$1.23M Buy
+28,020
New +$1.09M 0.18% 49

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TruWealth Advisors's AVGO Position: Q1 2026 in Review

TruWealth Advisors increased its Broadcom (AVGO) stake by 3.8% in Q1 2026, buying an estimated $1.13M and bringing the position to 94,899 shares worth $29.4M. The position accounts for 1.41% of the portfolio, ranked #25.

TruWealth Advisors first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $48.5M in Q3 2025. 4,688 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • TruWealth Advisors held 94,899 shares of Broadcom worth $29.4M as of Q1 2026.
  • TruWealth Advisors bought 3,447 Broadcom shares in Q1 2026, an estimated $1.13M.
  • Broadcom made up 1.41% of TruWealth Advisors's portfolio in Q1 2026, its #25 holding.
  • TruWealth Advisors first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Broadcom position peaked at $48.5M in Q3 2025.
  • 4,688 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.