Univest Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.2M | Buy |
139,483
+6,200
| +5% | +$2.04M | 2.42% | 10 |
|
|
2025
Q4 | $46.1M | Buy |
133,283
+130
| +0.1% | +$46.5K | 2.45% | 10 |
|
|
2025
Q3 | $43.9M | Sell |
133,153
-22,546
| -14% | -$6.92M | 2.46% | 10 |
|
|
2025
Q2 | $42.9M | Buy |
155,699
+4,826
| +3% | +$1.05M | 2.58% | 10 |
|
|
2025
Q1 | $25.3M | Sell |
150,873
-2,228
| -1% | -$472K | 1.65% | 13 |
|
|
2024
Q4 | $35.5M | Buy |
153,101
+7,712
| +5% | +$1.43M | 2.24% | 9 |
|
|
2024
Q3 | $25.1M | Buy |
145,389
+107,759
| +286% | +$17.3M | 1.65% | 12 |
|
|
2024
Q2 | $6.04M | Buy |
37,630
+30,060
| +397% | +$4.21M | 1.68% | 16 |
|
|
2024
Q1 | $1M | Buy |
7,570
+2,430
| +47% | +$301K | 0.28% | 51 |
|
|
2023
Q4 | $574K | Hold |
5,140
| – | – | 0.17% | 62 |
|
|
2023
Q3 | $427K | Hold |
5,140
| – | – | 0.14% | 63 |
|
|
2023
Q2 | $446K | Hold |
5,140
| – | – | 0.13% | 68 |
|
|
2023
Q1 | $330K | Buy |
5,140
+1,440
| +39% | +$86.6K | 0.1% | 75 |
|
|
2022
Q4 | $207K | Buy |
+3,700
| New | +$186K | 0.07% | 104 |
|
|
2022
Q2 | – | Sell |
-3,870
| Closed | -$244K | – | 103 |
|
|
2022
Q1 | $244K | Buy |
3,870
+170
| +5% | +$10.1K | 0.07% | 101 |
|
|
2021
Q4 | $246K | Buy |
+3,700
| New | +$208K | 0.06% | 100 |
|
|
2020
Q2 | – | Sell |
-193,600
| Closed | -$4.59M | – | 99 |
|
|
2020
Q1 | $4.59M | Sell |
193,600
-39,500
| -17% | -$1.11M | 1.82% | 10 |
|
|
2019
Q4 | $4.12M | Buy |
233,100
+59,710
| +34% | +$1.81M | 1.75% | 7 |
|
|
2019
Q3 | $4.79M | Sell |
173,390
-660
| -0.4% | -$18.8K | 1.54% | 20 |
|
|
2019
Q2 | $5.01M | Sell |
174,050
-1,650
| -0.9% | -$48.1K | 1.59% | 15 |
|
|
2019
Q1 | $5.28M | Sell |
175,700
-22,200
| -11% | -$602K | 1.73% | 6 |
|
|
2018
Q4 | $5.03M | Sell |
197,900
-3,600
| -2% | -$85K | 1.85% | 7 |
|
|
2018
Q3 | $4.97M | Buy |
201,500
+550
| +0.3% | +$12.3K | 1.52% | 14 |
|
|
2018
Q2 | $4.88M | Buy |
200,950
+7,810
| +4% | +$191K | 1.95% | 14 |
|
|
2018
Q1 | $4.55M | Buy |
193,140
+10,060
| +5% | +$253K | 1.97% | 17 |
|
|
2017
Q4 | $4.7M | Buy |
183,080
+570
| +0.3% | +$14.8K | 1.89% | 19 |
|
|
2017
Q3 | $4.43M | Sell |
182,510
-9,260
| -5% | -$229K | 1.87% | 20 |
|
|
2017
Q2 | $4.47M | Sell |
191,770
-2,460
| -1% | -$57.1K | 1.88% | 12 |
|
|
2017
Q1 | $4.25M | Sell |
194,230
-38,870
| -17% | -$800K | 1.86% | 12 |
|
|
2016
Q4 | $4.12M | Sell |
233,100
-28,730
| -11% | -$498K | 1.75% | 7 |
|
|
2016
Q3 | $4.52M | Sell |
261,830
-3,180
| -1% | -$53.2K | 2.05% | 5 |
|
|
2016
Q2 | $4.12M | Sell |
265,010
-5,270
| -2% | -$80.3K | 1.88% | 5 |
|
|
2016
Q1 | $4.18M | Buy |
+270,280
| New | +$3.65M | 1.9% | 5 |
|
Other funds holding AVGO
VCM
VPM
Univest Financial's AVGO Position: Q1 2026 in Review
Univest Financial increased its Broadcom (AVGO) stake by 4.7% in Q1 2026, buying an estimated $2.04M and bringing the position to 139,483 shares worth $43.2M. The position accounts for 2.42% of the portfolio, ranked #10.
Univest Financial first reported a position in AVGO in Q1 2016 and has held it in 33 quarters since. The position peaked at $46.1M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Univest Financial held 139,483 shares of Broadcom worth $43.2M as of Q1 2026.
- Univest Financial bought 6,200 Broadcom shares in Q1 2026, an estimated $2.04M.
- Broadcom made up 2.42% of Univest Financial's portfolio in Q1 2026, its #10 holding.
- Univest Financial first reported a position in Broadcom in Q1 2016 and has held it in 33 quarters since.
- Univest Financial's Broadcom position peaked at $46.1M in Q4 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.