United Advisor Group’s Broadcom AVGO Stock Holding History

United Advisor Group’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	$1.65M	Sell	5,324 -536	-9%	-$176K	0.2%	123
2025 Q4	$2.03M	Buy	5,860 +1,381	+31%	+$494K	0.25%	102
2025 Q3	$1.48M	Sell	4,479 -1,606	-26%	-$493K	0.2%	119
2025 Q2	$1.68M	Buy	6,085 +2,114	+53%	+$459K	0.29%	92
2025 Q1	$665K	Sell	3,971 -2,201	-36%	-$466K	0.14%	152
2024 Q4	$1.43M	Buy	6,172 +1,382	+29%	+$256K	0.28%	82
2024 Q3	$826K	Buy	4,790 +2,040	+74%	+$327K	0.19%	123
2024 Q2	$442K	Buy	+2,750	New	+$385K	0.14%	149

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

United Advisor Group's AVGO Position: Q1 2026 in Review

United Advisor Group reduced its Broadcom (AVGO) stake by 9.1% in Q1 2026, selling an estimated $176K and leaving 5,324 shares worth $1.65M. The position accounts for 0.2% of the portfolio, ranked #123.

United Advisor Group first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.03M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

United Advisor Group held 5,324 shares of Broadcom worth $1.65M as of Q1 2026.
United Advisor Group sold 536 Broadcom shares in Q1 2026, an estimated $176K.
Broadcom made up 0.2% of United Advisor Group's portfolio in Q1 2026, its #123 holding.
United Advisor Group first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
United Advisor Group's Broadcom position peaked at $2.03M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.