UP Strategic Wealth Investment Advisors’s Broadcom AVGO Stock Holding History

UP Strategic Wealth Investment 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	$1.7M	Buy	4,121 +56	+1%	+$18.4K	1.07%	15
2025 Q4	$1.35M	Sell	4,065 -53	-1%	-$19K	0.98%	16
2025 Q3	$1.45M	Buy	4,118 +5	+0.1%	+$1.53K	1.08%	14
2025 Q2	$1.13M	Buy	4,113 +207	+5%	+$45K	0.88%	20
2025 Q1	$654K	Buy	3,906 +751	+24%	+$159K	0.58%	31
2024 Q4	$731K	Buy	3,155 +1,403	+80%	+$259K	0.73%	27
2024 Q3	$302K	Buy	+1,752	New	+$281K	0.34%	55

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

UP Strategic Wealth Investment Advisors's AVGO Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Broadcom (AVGO) stake by 1.4% in Q1 2026, buying an estimated $18.4K and bringing the position to 4,121 shares worth $1.7M. The position accounts for 1.07% of the portfolio, ranked #15.

UP Strategic Wealth Investment Advisors first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

UP Strategic Wealth Investment Advisors held 4,121 shares of Broadcom worth $1.7M as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 56 Broadcom shares in Q1 2026, an estimated $18.4K.
Broadcom made up 1.07% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #15 holding.
UP Strategic Wealth Investment Advisors first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.