Question 1

How many shares of AVGO does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 233,277 shares of AVGO (BROADCOM INC).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's AVGO position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's AVGO position is worth $72.2M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling AVGO?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their AVGO position (+16.2% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy AVGO?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in AVGO in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	233,277	+16.2%	$72.2M	0.4%	$313.84	41
2025-Q4	Increased	200,719	+4.7%	$69.5M	0.4%	$349.85	37
2025-Q3	Decreased	191,716	-10.7%	$63.2M	0.5%	$327.27	0
2025-Q2	Decreased	214,709	-1.0%	$59.2M	0.5%	$268.38	0
2025-Q1	Decreased	216,827	-10.9%	$36.3M	0.3%	$168.11	0
2024-Q4	Decreased	243,434	-7.4%	$56.4M	0.5%	$233.47	0
2024-Q3	Increased	262,889	+875.6%	$45.3M	0.4%	$170.69	56