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
Other major holders of AVGO: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |
| 2024-Q2 | Decreased | 26,947 | -3.3% | $43.3M | 0.4% | $158.17 | 0 |