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Advantage Trust Company’s Broadcom AVGO Stock Holding History

Advantage Trust Company’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
Q4 		– Sell
-1,056
Closed -$348K – 127
2025
Q3 		$348K Sell
1,056
-600
-36% -$184K 0.16% 43
2025
Q2 		$456K Buy
1,656
+330
+25% +$71.7K 0.22% 34
2025
Q1 		$222K Buy
1,326
+726
+121% +$154K 0.13% 41
2024
Q4 		$139K Sell
600
-150
-20% -$27.7K 0.08% 54
2024
Q3 		$129K Sell
750
-750
-50% -$120K 0.09% 51
2024
Q2 		$241K Hold
1,500
– – 0.17% 39
2024
Q1 		$199K Hold
1,500
– – 0.15% 41
2023
Q4 		$167K Buy
+1,500
New +$142K 0.13% 47

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advantage Trust Company's AVGO Position: Q4 2025 in Review

Advantage Trust Company sold out of Broadcom (AVGO) in Q4 2025, closing a stake of 1,056 shares — an estimated $348K sold.

Advantage Trust Company first reported a position in AVGO in Q4 2023 and held it in 8 quarters. The position peaked at $456K in Q2 2025. 4,720 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • Advantage Trust Company reported no remaining Broadcom position as of Q4 2025 after selling out during the quarter.
  • Advantage Trust Company sold 1,056 Broadcom shares in Q4 2025, an estimated $348K.
  • Advantage Trust Company first reported a position in Broadcom in Q4 2023 and held it in 8 quarters.
  • Advantage Trust Company's Broadcom position peaked at $456K in Q2 2025.
  • 4,720 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Advantage Trust Company's 13F filing for Q4 2025, filed 29 Jan 2026.