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Centricity Wealth Management’s Broadcom AVGO Stock Holding History

Centricity 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 		$528K Sell
1,915
-35
-2% -$7.6K 0.42% 43
2025
Q1 		$326K Sell
1,950
-25
-1% -$5.29K 0.3% 57
2024
Q4 		$458K Buy
+1,975
New +$365K 0.43% 45

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

Centricity Wealth Management's AVGO Position: Q2 2025 in Review

Centricity Wealth Management reduced its Broadcom (AVGO) stake by 1.8% in Q2 2025, selling an estimated $7.6K and leaving 1,915 shares worth $528K. The position accounts for 0.42% of the portfolio, ranked #43.

Centricity Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 3 quarters since. 4,091 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Centricity Wealth Management held 1,915 shares of Broadcom worth $528K as of Q2 2025.
  • Centricity Wealth Management sold 35 Broadcom shares in Q2 2025, an estimated $7.6K.
  • Broadcom made up 0.42% of Centricity Wealth Management's portfolio in Q2 2025, its #43 holding.
  • Centricity Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 3 quarters since.
  • 4,091 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.