Back to EP Wealth Advisors, LLC

AVGO
Showing 7 of 28 quarters

Position history for EP Wealth Advisors, LLC's holdings in BROADCOM INC

EP Wealth Advisors, LLC holds 811,673 shares of AVGO (BROADCOM INC), worth $251.2M as of 2026-Q1. The position was decreased (-5.2% shares). AVGO represents 1.2% of EP Wealth Advisors, LLC's portfolio.

Current Value

$251.2M

Current Shares

811,673

Total Value Change

+$99.2M

Total Shares Change

+717,003

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
811,673
-5.2%
$251.2M1.2%$313.84
0
2025-Q4
Decreased
856,403
-4.7%
$296.4M1.5%$349.85
0
2025-Q2
Increased
898,247
+2.1%
$247.6M1.6%$268.38
49
2025-Q1
Decreased
879,535
-2.5%
$147.3M1.2%$168.11
0
2024-Q4
Decreased
902,292
-5.1%
$209.2M1.7%$233.47
0
2024-Q3
Increased
951,118
+904.7%
$164.1M1.4%$170.69
77
2024-Q2
Increased
94,670
+0.4%
$152M1.6%$158.17
48

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used