Austin Private Wealth’s Broadcom AVGO Stock Holding History

Austin Private Wealth’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	$346K	Buy	1,000 +300	+43%	+$107K	0.03%	219
2025 Q3	$231K	Sell	700 -300	-30%	-$92K	0.02%	272
2025 Q2	$276K	Sell	1,000 -1,500	-60%	-$326K	0.02%	248
2025 Q1	$419K	Buy	2,500 +900	+56%	+$190K	0.04%	179
2024 Q4	$371K	Sell	1,600 -400	-20%	-$74K	0.03%	181
2024 Q3	$345K	Sell	2,000 -4,000	-67%	-$641K	0.03%	186
2024 Q2	$966	Sell	6,000 -3,000	-33%	-$420K	﹤0.01%	232
2024 Q1	$1.23K	Sell	9,000 -491,000	-98%	-$60.8M	﹤0.01%	225
2023 Q4	$558	Buy	500,000 +495,000	+9,900%	+$46.9M	﹤0.01%	225
2023 Q3	$415	Sell	5,000 -95,000	-95%	-$8.23M	﹤0.01%	168
2023 Q2	$87	Buy	100,000 +98,000	+4,900%	+$6.99M	﹤0.01%	192
2023 Q1	$128	Buy	+2,000	New	+$120K	﹤0.01%	158
2022 Q2	–	Sell	-2,000	Closed	-$126K	–	146
2022 Q1	$126K	Sell	2,000 -2,000	-50%	-$119K	0.03%	138
2021 Q4	$266K	Hold	4,000	–	–	0.05%	120
2021 Q3	$194K	Buy	+4,000	New	+$195K	0.04%	130

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Austin Private Wealth's AVGO Position: Q4 2025 in Review

Austin Private Wealth increased its Broadcom (AVGO) stake by 4.3% in Q4 2025, buying an estimated $328K and bringing the position to 22,418 shares worth $7.76M. The position accounts for 0.58% of the portfolio, ranked #40.

Austin Private Wealth first reported a position in AVGO in Q3 2021 and has held it in 18 quarters since. 4,703 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Austin Private Wealth held 22,418 shares of Broadcom worth $7.76M as of Q4 2025.
Austin Private Wealth bought 918 Broadcom shares in Q4 2025, an estimated $328K.
Broadcom made up 0.58% of Austin Private Wealth's portfolio in Q4 2025, its #40 holding.
Austin Private Wealth first reported a position in Broadcom in Q3 2021 and has held it in 18 quarters since.
4,703 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.