ZI
AVGO icon

ZEGA Investments’s Broadcom AVGO Stock Holding History

ZEGA Investments’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 		$124K Buy
+400
New +$132K 0.01% 282

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

ZEGA Investments's AVGO Position: Q1 2026 in Review

ZEGA Investments reduced its Broadcom (AVGO) stake by 1.8% in Q1 2026, selling an estimated $58.6K and leaving 9,696 shares worth $3M. The position accounts for 0.34% of the portfolio, ranked #39.

ZEGA Investments first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.42M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • ZEGA Investments held 9,696 shares of Broadcom worth $3M as of Q1 2026.
  • ZEGA Investments sold 178 Broadcom shares in Q1 2026, an estimated $58.6K.
  • Broadcom made up 0.34% of ZEGA Investments's portfolio in Q1 2026, its #39 holding.
  • ZEGA Investments first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • ZEGA Investments's Broadcom position peaked at $3.42M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.