BWA
AVGO icon

Bordeaux Wealth Advisors’s Broadcom AVGO Stock Holding History

Bordeaux Wealth Advisors’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 		$1.37M Buy
4,982
+423
+9% +$91.9K 0.18% 52
2025
Q1 		$763K Sell
4,559
-365
-7% -$77.3K 0.14% 70
2024
Q4 		$1.14M Buy
4,924
+647
+15% +$120K 0.18% 53
2024
Q3 		$738K Buy
4,277
+1,707
+66% +$274K 0.13% 72
2024
Q2 		$413K Buy
2,570
+260
+11% +$36.4K 0.08% 93
2024
Q1 		$306K Buy
2,310
+240
+12% +$29.7K 0.1% 84
2023
Q4 		$231K Buy
+2,070
New +$196K 0.08% 99
2023
Q3 		– Sell
-2,520
Closed -$219K – 95
2023
Q2 		$219K Buy
+2,520
New +$180K 0.09% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bordeaux Wealth Advisors's AVGO Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Broadcom (AVGO) stake by 9.3% in Q2 2025, buying an estimated $91.9K and bringing the position to 4,982 shares worth $1.37M. The position accounts for 0.18% of the portfolio, ranked #52.

Bordeaux Wealth Advisors first reported a position in AVGO in Q2 2023 and has held it in 8 quarters since. 4,084 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Bordeaux Wealth Advisors held 4,982 shares of Broadcom worth $1.37M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 423 Broadcom shares in Q2 2025, an estimated $91.9K.
  • Broadcom made up 0.18% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #52 holding.
  • Bordeaux Wealth Advisors first reported a position in Broadcom in Q2 2023 and has held it in 8 quarters since.
  • 4,084 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.