Twin Peaks Wealth Advisors’s Broadcom AVGO Stock Holding History

Twin Peaks Wealth 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	$1.77M	Buy	5,730 +245	+4%	+$80.6K	0.45%	51
2025 Q4	$1.89M	Buy	5,485 +637	+13%	+$228K	0.55%	47
2025 Q3	$1.6M	Sell	4,848 -23	-0.5%	-$7.06K	0.55%	45
2025 Q2	$1.52M	Buy	4,871 +443	+10%	+$96.2K	0.49%	44
2025 Q1	$792K	Buy	4,428 +27	+0.6%	+$5.71K	0.36%	61
2024 Q4	$1.02M	Buy	4,401 +585	+15%	+$108K	0.43%	54
2024 Q3	$658K	Sell	3,816 -9,244	-71%	-$1.48M	0.3%	66
2024 Q2	$2.1M	Buy	13,060 +9,430	+260%	+$1.32M	1.05%	26
2024 Q1	$481K	Buy	3,630 +200	+6%	+$24.8K	0.27%	71
2023 Q4	$383K	Buy	+3,430	New	+$325K	0.24%	80

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

Twin Peaks Wealth Advisors's AVGO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Broadcom (AVGO) stake by 4.5% in Q1 2026, buying an estimated $80.6K and bringing the position to 5,730 shares worth $1.77M. The position accounts for 0.45% of the portfolio, ranked #51.

Twin Peaks Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.1M in Q2 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Twin Peaks Wealth Advisors held 5,730 shares of Broadcom worth $1.77M as of Q1 2026.
Twin Peaks Wealth Advisors bought 245 Broadcom shares in Q1 2026, an estimated $80.6K.
Broadcom made up 0.45% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Twin Peaks Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Broadcom position peaked at $2.1M in Q2 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.