Cavalier Investments’s Broadcom AVGO Stock Holding History

Cavalier Investments’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 Q3	–	Sell	-37,633	Closed	-$11.5M	–	101
2025 Q2	$10.4M	Sell	37,633 -4,704	-11%	-$1.02M	3.14%	8
2025 Q1	$7.09M	Buy	42,337 +40,003	+1,714%	+$8.47M	2.41%	14
2024 Q4	$541K	Sell	2,334 -49,244	-95%	-$9.11M	0.18%	60
2024 Q3	$8.9M	Buy	51,578 +34,758	+207%	+$5.57M	2.73%	7
2024 Q2	$2.7M	Sell	16,820 -24,630	-59%	-$3.45M	0.83%	32
2024 Q1	$5.49M	Buy	41,450 +21,280	+106%	+$2.64M	2.01%	11
2023 Q4	$2.25M	Buy	20,170 +480	+2%	+$45.5K	0.83%	33
2023 Q3	$1.64M	Buy	19,690 +700	+4%	+$60.7K	0.64%	45
2023 Q2	$1.65M	Buy	+18,990	New	+$1.35M	0.6%	49
2017 Q4	–	Sell	-55,000	Closed	-$1.33M	–	138
2017 Q3	$1.33M	Sell	55,000 -14,000	-20%	-$346K	0.64%	39
2017 Q2	$1.51M	Hold	69,000	–	–	0.84%	19
2017 Q1	$1.51M	Hold	69,000	–	–	0.85%	19
2016 Q4	$1.22M	Hold	69,000	–	–	0.79%	17
2016 Q3	$1.19M	Hold	69,000	–	–	0.72%	33
2016 Q2	$1.07M	Sell	69,000 -111,000	-62%	-$1.69M	0.63%	30
2016 Q1	$2.78M	Hold	180,000	–	–	1.6%	6
2015 Q4	$2.61M	Buy	180,000 +37,000	+26%	+$481K	1.55%	11
2015 Q3	$1.79M	Buy	+143,000	New	+$1.81M	1.5%	14

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

Cavalier Investments's AVGO Position: Q3 2025 in Review

Cavalier Investments sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 37,633 shares — an estimated $11.5M sold.

Cavalier Investments first reported a position in AVGO in Q3 2015 and held it in 18 quarters. The position peaked at $10.4M in Q2 2025. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Cavalier Investments reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
Cavalier Investments sold 37,633 Broadcom shares in Q3 2025, an estimated $11.5M.
Cavalier Investments first reported a position in Broadcom in Q3 2015 and held it in 18 quarters.
Cavalier Investments's Broadcom position peaked at $10.4M in Q2 2025.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Cavalier Investments's 13F filing for Q3 2025, filed 14 Nov 2025.