Valicenti Advisory Services’s Broadcom AVGO Stock Holding History

Valicenti Advisory Services’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 Q3	$15.8M	Sell	45,047 -484	-1%	-$182K	2.98%	11
2026 Q2	$17.2M	Sell	45,531 -546	-1%	-$219K	3.25%	11
2026 Q1	$14.3M	Sell	46,077 -125	-0.3%	-$41.1K	3.11%	11
2025 Q4	$16M	Sell	46,202 -41	-0.1%	-$14.7K	3.35%	8
2025 Q3	$15.3M	Sell	46,243 -6,320	-12%	-$1.94M	3.27%	7
2025 Q2	$14.5M	Sell	52,563 -3,866	-7%	-$839K	3.38%	9
2025 Q1	$9.45M	Buy	56,429 +3,364	+6%	+$712K	2.43%	13
2024 Q4	$12.3M	Buy	53,065 +20	+0%	+$3.7K	3.06%	10
2024 Q3	$9.15M	Buy	53,045 +555	+1%	+$89K	2.35%	14
2024 Q2	$8.43M	Buy	52,490 +2,460	+5%	+$345K	2.26%	15
2024 Q1	$6.63M	Buy	50,030 +680	+1%	+$84.3K	1.85%	17
2023 Q4	$5.51M	Buy	+49,350	New	+$4.67M	1.67%	19

Other funds holding AVGO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Valicenti Advisory Services's AVGO Position: Q3 2026 in Review

Valicenti Advisory Services reduced its Broadcom (AVGO) stake by 1.1% in Q3 2026, selling an estimated $182K and leaving 45,047 shares worth $15.8M. The position accounts for 2.98% of the portfolio, ranked #11.

Valicenti Advisory Services first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.2M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Valicenti Advisory Services held 45,047 shares of Broadcom worth $15.8M as of Q3 2026.
Valicenti Advisory Services sold 484 Broadcom shares in Q3 2026, an estimated $182K.
Broadcom made up 2.98% of Valicenti Advisory Services's portfolio in Q3 2026, its #11 holding.
Valicenti Advisory Services first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
Valicenti Advisory Services's Broadcom position peaked at $17.2M in Q2 2026.
4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Valicenti Advisory Services's 13F filing for Q3 2026, filed 23 Oct 2026.