SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / AVGO

Steward Partners Investment Advisory, LLC’s Broadcom Inc Position

Does Steward Partners Investment Advisory, LLC own Broadcom Inc (AVGO)? Yes — 729.5K shares worth $226M (+1.15% of its 13F portfolio) as of Q1 2026, up from 558.6K shares the prior filed quarter.

Position Value
$226M
Q1 2026
Shares
729.5K
% of Portfolio
+1.15%
Quarters Held
30
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $6MQ3 ’20: $11MQ4 ’20: $20MQ4 ’20Q1 ’21: $44.2BQ2 ’21: $25MQ3 ’21: $29MQ4 ’21: $41MQ4 ’21Q1 ’22: $42MQ2 ’22: $21MQ3 ’22: $18MQ4 ’22: $21MQ4 ’22Q1 ’23: $22MQ2 ’23: $29MQ3 ’23: $30MQ4 ’23: $43MQ4 ’23Q1 ’24: $64MQ2 ’24: $80MQ3 ’24: $99MQ4 ’24: $141MQ4 ’24Q1 ’25: $103MQ2 ’25: $171MQ3 ’25: $178MQ4 ’25: $193MQ4 ’25Q1 ’26: $226Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026729.5K$226M+1.15%
Q4 2025558.6K$193M+1.06%
Q3 2025539.9K$178M+1.02%
Q2 2025620.9K$171M+1.34%
Q1 2025617.6K$103M+0.91%
Q4 2024608.0K$141M+1.25%
Q3 2024574.4K$99M+0.92%
Q2 202449.8K$80M+0.84%
Q1 202448.2K$64M+0.70%
Q4 202338.5K$43M+0.58%
Q3 202335.6K$30M+0.46%
Q2 202333.0K$29M+0.43%
Q1 202334.7K$22M+0.36%
Q4 202237.8K$21M+0.36%
Q3 202241.3K$18M+0.34%
Q2 202244.2K$21M+0.39%
Q1 202267.3K$42M+0.66%
Q4 202161.6K$41M+0.62%
Q3 202159.4K$29M+0.50%
Q2 202152.1K$25M+0.42%
Q1 202195.3K$44.2B+0.39%
Q4 202046.3K$20M+0.44%
Q3 202030.2K$11M+0.28%
Q2 202018.1K$6M+0.16%
Q1 202017.8K$4M+0.15%
Q4 201916.9K$5M+0.16%
Q3 201918.3K$5M+0.17%
Q2 201917.3K$5M+0.18%
Q1 201916.1K$5M+0.21%
Q4 201815.1K$4M+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Steward Partners Investment Advisory, LLC’s full portfolio or all institutional holders of AVGO.