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Uniting Wealth Partners’s Broadcom AVGO Stock Holding History

Uniting Wealth Partners’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 		$1.46M Sell
4,708
-162
-3% -$53.3K 0.31% 53
2025
Q4 		$1.69M Sell
4,870
-543
-10% -$194K 0.52% 36
2025
Q3 		$1.79M Buy
5,413
+3,893
+256% +$1.19M 0.42% 46
2025
Q2 		$419K Buy
1,520
+100
+7% +$21.7K 0.16% 65
2025
Q1 		$238K Hold
1,420
– – 0.12% 86
2024
Q4 		$329K Buy
+1,420
New +$263K 0.16% 68

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Uniting Wealth Partners's AVGO Position: Q1 2026 in Review

Uniting Wealth Partners reduced its Broadcom (AVGO) stake by 3.3% in Q1 2026, selling an estimated $53.3K and leaving 4,708 shares worth $1.46M. The position accounts for 0.31% of the portfolio, ranked #53.

Uniting Wealth Partners first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q3 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Uniting Wealth Partners held 4,708 shares of Broadcom worth $1.46M as of Q1 2026.
  • Uniting Wealth Partners sold 162 Broadcom shares in Q1 2026, an estimated $53.3K.
  • Broadcom made up 0.31% of Uniting Wealth Partners's portfolio in Q1 2026, its #53 holding.
  • Uniting Wealth Partners first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Uniting Wealth Partners's Broadcom position peaked at $1.79M in Q3 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.