AP
AVGO icon

Adero Partners’s Broadcom AVGO Stock Holding History

Adero Partners’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$723K Buy
4,317
+1,253
+41% +$265K 0.05% 103
2024
Q4 		$710K Buy
3,064
+141
+5% +$26.1K 0.05% 101
2024
Q3 		$504K Buy
2,923
+243
+9% +$39K 0.03% 121
2024
Q2 		$430K Sell
2,680
-310
-10% -$43.4K 0.03% 129
2024
Q1 		$396K Buy
2,990
+170
+6% +$21.1K 0.03% 131
2023
Q4 		$315K Sell
2,820
-1,390
-33% -$132K 0.03% 145
2023
Q3 		$350K Buy
4,210
+970
+30% +$84.1K 0.03% 129
2023
Q2 		$281K Buy
+3,240
New +$231K 0.03% 136
2021
Q4 		– Sell
-5,270
Closed -$256K – 156
2021
Q3 		$256K Hold
5,270
– – 0.05% 132
2021
Q2 		$251K Buy
5,270
+600
+13% +$27.8K 0.06% 123
2021
Q1 		$217K Buy
+4,670
New +$216K 0.1% 109

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adero Partners's AVGO Position: Q1 2025 in Review

Adero Partners increased its Broadcom (AVGO) stake by 41% in Q1 2025, buying an estimated $265K and bringing the position to 4,317 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #103.

Adero Partners first reported a position in AVGO in Q1 2021 and has held it in 11 quarters since. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Adero Partners held 4,317 shares of Broadcom worth $723K as of Q1 2025.
  • Adero Partners bought 1,253 Broadcom shares in Q1 2025, an estimated $265K.
  • Broadcom made up 0.05% of Adero Partners's portfolio in Q1 2025, its #103 holding.
  • Adero Partners first reported a position in Broadcom in Q1 2021 and has held it in 11 quarters since.
  • 3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.