Values First Advisors’s Broadcom AVGO Stock Holding History

Values First 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	$1.25M	Buy	4,050 +433	+12%	+$142K	0.65%	50
2025 Q4	$1.25M	Buy	3,617 +618	+21%	+$221K	0.65%	49
2025 Q3	$989K	Sell	2,999 -19	-0.6%	-$5.83K	0.53%	57
2025 Q2	$832K	Sell	3,018 -34	-1%	-$7.38K	0.45%	63
2025 Q1	$512K	Buy	3,052 +1,013	+50%	+$214K	0.3%	93
2024 Q4	$473K	Buy	+2,039	New	+$377K	0.26%	102

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

Values First Advisors's AVGO Position: Q1 2026 in Review

Values First Advisors increased its Broadcom (AVGO) stake by 12% in Q1 2026, buying an estimated $142K and bringing the position to 4,050 shares worth $1.25M. The position accounts for 0.65% of the portfolio, ranked #50.

Values First Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Values First Advisors held 4,050 shares of Broadcom worth $1.25M as of Q1 2026.
Values First Advisors bought 433 Broadcom shares in Q1 2026, an estimated $142K.
Broadcom made up 0.65% of Values First Advisors's portfolio in Q1 2026, its #50 holding.
Values First Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.