U.S. Capital Wealth Advisors’s Broadcom AVGO Stock Holding History

U.S. Capital 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	$31.6M	Buy	102,039 +22,935	+29%	+$7.55M	0.79%	20
2025 Q4	$27.4M	Buy	79,104 +2,334	+3%	+$835K	0.72%	24
2025 Q3	$25.3M	Buy	76,770 +26,184	+52%	+$8.03M	0.68%	26
2025 Q2	$13.9M	Sell	50,586 -68,826	-58%	-$14.9M	0.41%	54
2025 Q1	$20M	Buy	119,412 +30,002	+34%	+$6.35M	0.61%	32
2024 Q4	$20.7M	Buy	89,410 +47,700	+114%	+$8.82M	0.64%	24
2024 Q3	$7.2M	Sell	41,710 -70	-0.2%	-$11.2K	0.25%	87
2024 Q2	$6.71M	Buy	41,780 +720	+2%	+$101K	0.25%	93
2024 Q1	$5.44M	Sell	41,060 -1,810	-4%	-$224K	0.21%	115
2023 Q4	$4.79M	Buy	42,870 +730	+2%	+$69.1K	0.19%	125
2023 Q3	$3.5M	Buy	42,140 +5,660	+16%	+$491K	0.16%	133
2023 Q2	$3.16M	Buy	36,480 +9,580	+36%	+$683K	0.15%	139
2023 Q1	$1.73M	Buy	26,900 +2,610	+11%	+$157K	0.08%	226
2022 Q4	$1.36M	Sell	24,290 -4,850	-17%	-$243K	0.06%	274
2022 Q3	$1.29M	Buy	29,140 +240	+0.8%	+$12.3K	0.07%	279
2022 Q2	$1.4M	Sell	28,900 -3,260	-10%	-$183K	0.06%	289
2022 Q1	$2.02M	Buy	32,160 +2,050	+7%	+$122K	0.07%	249
2021 Q4	$2M	Sell	30,110 -12,250	-29%	-$689K	0.08%	256
2021 Q3	$2.05M	Buy	+42,360	New	+$2.06M	0.09%	238

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

U.S. Capital Wealth Advisors's AVGO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Broadcom (AVGO) stake by 29% in Q1 2026, buying an estimated $7.55M and bringing the position to 102,039 shares worth $31.6M. The position accounts for 0.79% of the portfolio, ranked #20.

U.S. Capital Wealth Advisors first reported a position in AVGO in Q3 2021 and has held it in 19 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

U.S. Capital Wealth Advisors held 102,039 shares of Broadcom worth $31.6M as of Q1 2026.
U.S. Capital Wealth Advisors bought 22,935 Broadcom shares in Q1 2026, an estimated $7.55M.
Broadcom made up 0.79% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #20 holding.
U.S. Capital Wealth Advisors first reported a position in Broadcom in Q3 2021 and has held it in 19 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.