CAWM
AVGO icon

Capital A Wealth Management’s Broadcom AVGO Stock Holding History

Capital A Wealth Management’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 		$71.4K Sell
64
-365
-85% -$79.3K 0.8% 29
2025
Q1 		$71.8K Buy
429
+238
+125% +$50.4K 0.08% 121
2024
Q4 		$44.3K Buy
+191
New +$35.3K 0.07% 162

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

Capital A Wealth Management's AVGO Position: Q2 2025 in Review

Capital A Wealth Management reduced its Broadcom (AVGO) stake by 85% in Q2 2025, selling an estimated $79.3K and leaving 64 shares worth $71.4K. The position accounts for 0.8% of the portfolio, ranked #29.

Capital A Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 3 quarters since. The position peaked at $71.8K in Q1 2025. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Capital A Wealth Management held 64 shares of Broadcom worth $71.4K as of Q2 2025.
  • Capital A Wealth Management sold 365 Broadcom shares in Q2 2025, an estimated $79.3K.
  • Broadcom made up 0.8% of Capital A Wealth Management's portfolio in Q2 2025, its #29 holding.
  • Capital A Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Broadcom position peaked at $71.8K in Q1 2025.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.