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AVGO
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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in BROADCOM INC

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 233,277 shares of AVGO (BROADCOM INC), worth $72.2M as of 2026-Q1. The position was increased (+16.2% shares). AVGO represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$72.2M

Current Shares

233,277

Total Value Change

+$28.9M

Total Shares Change

+206,330

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
233,277
+16.2%
$72.2M0.4%$313.84
41
2025-Q4
Increased
200,719
+4.7%
$69.5M0.4%$349.85
37
2025-Q3
Decreased
191,716
-10.7%
$63.2M0.5%$327.27
0
2025-Q2
Decreased
214,709
-1.0%
$59.2M0.5%$268.38
0
2025-Q1
Decreased
216,827
-10.9%
$36.3M0.3%$168.11
0
2024-Q4
Decreased
243,434
-7.4%
$56.4M0.5%$233.47
0
2024-Q3
Increased
262,889
+875.6%
$45.3M0.4%$170.69
56
2024-Q2
Decreased
26,947
-3.3%
$43.3M0.4%$158.17
0

Other major holders of AVGO: VANGUARD GROUP INC, BlackRock, Inc.

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