Wayfinding Financial’s Broadcom AVGO Stock Holding History

Wayfinding Financial’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	$1.09M	Buy	3,541 +60	+2%	+$19.7K	0.48%	45
2025 Q4	$1.2M	Buy	3,481 +62	+2%	+$22.2K	0.51%	44
2025 Q3	$1.13M	Sell	3,419 -1	-0%	-$307	0.49%	43
2025 Q2	$1.02M	Sell	3,420 -185	-5%	-$40.2K	0.46%	45
2025 Q1	$603K	Buy	3,605 +56	+2%	+$11.9K	0.26%	67
2024 Q4	$822K	Buy	+3,549	New	+$656K	0.44%	47
2024 Q3	–	Sell	-4,660	Closed	-$748K	–	46
2024 Q2	$748K	Buy	4,660 +350	+8%	+$49K	0.42%	47
2024 Q1	$571K	Buy	4,310 +40	+0.9%	+$4.96K	0.33%	64
2023 Q4	$476K	Buy	4,270 +460	+12%	+$43.6K	0.32%	60
2023 Q3	$318K	Buy	3,810 +230	+6%	+$19.9K	0.24%	71
2023 Q2	$322K	Buy	+3,580	New	+$255K	0.22%	72

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

Wayfinding Financial's AVGO Position: Q1 2026 in Review

Wayfinding Financial increased its Broadcom (AVGO) stake by 1.7% in Q1 2026, buying an estimated $19.7K and bringing the position to 3,541 shares worth $1.09M. The position accounts for 0.48% of the portfolio, ranked #45.

Wayfinding Financial first reported a position in AVGO in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Wayfinding Financial held 3,541 shares of Broadcom worth $1.09M as of Q1 2026.
Wayfinding Financial bought 60 Broadcom shares in Q1 2026, an estimated $19.7K.
Broadcom made up 0.48% of Wayfinding Financial's portfolio in Q1 2026, its #45 holding.
Wayfinding Financial first reported a position in Broadcom in Q2 2023 and has held it in 11 quarters since.
Wayfinding Financial's Broadcom position peaked at $1.2M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.