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Atria Wealth Solutions’s Broadcom AVGO Stock Holding History

Atria Wealth Solutions’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
Q2 		$19M Sell
68,993
-77,108
-53% -$16.7M 0.43% 41
2025
Q1 		$24.5M Sell
146,101
-6,116
-4% -$1.29M 0.29% 69
2024
Q4 		$35.3M Sell
152,217
-18,990
-11% -$3.51M 0.39% 46
2024
Q3 		$29.5M Sell
171,207
-5,283
-3% -$847K 0.32% 56
2024
Q2 		$28.3M Buy
176,490
+5,780
+3% +$810K 0.31% 54
2024
Q1 		$22.7M Sell
170,710
-5,500
-3% -$681K 0.26% 83
2023
Q4 		$19.7M Buy
176,210
+6,910
+4% +$654K 0.25% 87
2023
Q3 		$14.1M Buy
169,300
+22,110
+15% +$1.92M 0.2% 111
2023
Q2 		$12.8M Sell
147,190
-1,390
-0.9% -$99.1K 0.17% 125
2023
Q1 		$9.53M Sell
148,580
-4,550
-3% -$274K 0.14% 153
2022
Q4 		$8.56M Buy
153,130
+10,690
+8% +$536K 0.14% 162
2022
Q3 		$6.32M Buy
142,440
+2,740
+2% +$140K 0.11% 192
2022
Q2 		$6.79M Buy
139,700
+32,240
+30% +$1.81M 0.13% 175
2022
Q1 		$6.77M Buy
+107,460
New +$6.38M 0.11% 193

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

Atria Wealth Solutions's AVGO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Broadcom (AVGO) stake by 53% in Q2 2025, selling an estimated $16.7M and leaving 68,993 shares worth $19M. The position accounts for 0.43% of the portfolio, ranked #41.

Atria Wealth Solutions first reported a position in AVGO in Q1 2022 and has held it in 14 quarters since. The position peaked at $35.3M in Q4 2024. 4,091 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Atria Wealth Solutions held 68,993 shares of Broadcom worth $19M as of Q2 2025.
  • Atria Wealth Solutions sold 77,108 Broadcom shares in Q2 2025, an estimated $16.7M.
  • Broadcom made up 0.43% of Atria Wealth Solutions's portfolio in Q2 2025, its #41 holding.
  • Atria Wealth Solutions first reported a position in Broadcom in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Broadcom position peaked at $35.3M in Q4 2024.
  • 4,091 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.