WFAG
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Wescott Financial Advisory Group’s Broadcom AVGO Stock Holding History

Wescott Financial Advisory Group’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 		$1.1M Buy
3,561
+1,041
+41% +$343K 0.1% 94
2025
Q4 		$872K Buy
2,520
+612
+32% +$219K 0.08% 108
2025
Q3 		$629K Buy
1,908
+137
+8% +$42K 0.06% 113
2025
Q2 		$488K Buy
1,771
+445
+34% +$96.6K 0.05% 118
2025
Q1 		$222K Buy
1,326
+48
+4% +$10.2K 0.02% 161
2024
Q4 		$296K Buy
+1,278
New +$236K 0.03% 144

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wescott Financial Advisory Group's AVGO Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Broadcom (AVGO) stake by 41% in Q1 2026, buying an estimated $343K and bringing the position to 3,561 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #94.

Wescott Financial Advisory Group 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.

  • Wescott Financial Advisory Group held 3,561 shares of Broadcom worth $1.1M as of Q1 2026.
  • Wescott Financial Advisory Group bought 1,041 Broadcom shares in Q1 2026, an estimated $343K.
  • Broadcom made up 0.1% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #94 holding.
  • Wescott Financial Advisory Group 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 Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.