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Congress Wealth Management’s Broadcom AVGO Stock Holding History

Congress 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 		$84.3M Buy
305,952
+59,778
+24% +$13M 0.82% 14
2025
Q1 		$41.4M Buy
246,174
+118,760
+93% +$25.1M 0.5% 44
2024
Q4 		$29.5M Buy
127,414
+6,305
+5% +$1.17M 0.41% 58
2024
Q3 		$20.9M Buy
121,109
+11,009
+10% +$1.76M 0.28% 92
2024
Q2 		$17.7M Buy
110,100
+3,010
+3% +$422K 0.28% 93
2024
Q1 		$14.2M Buy
107,090
+4,620
+5% +$572K 0.25% 119
2023
Q4 		$11.4M Buy
102,470
+14,440
+16% +$1.37M 0.21% 138
2023
Q3 		$7.31M Sell
88,030
-4,290
-5% -$372K 0.15% 179
2023
Q2 		$8.01M Sell
92,320
-7,530
-8% -$537K 0.19% 149
2023
Q1 		$6.41M Sell
99,850
-7,630
-7% -$459K 0.15% 163
2022
Q4 		$6.01M Sell
107,480
-14,710
-12% -$738K 0.15% 170
2022
Q3 		$5.42M Sell
122,190
-34,100
-22% -$1.74M 0.15% 175
2022
Q2 		$7.59M Sell
156,290
-13,930
-8% -$782K 0.19% 153
2022
Q1 		$10.7M Sell
170,220
-2,960
-2% -$176K 0.23% 118
2021
Q4 		$11.5M Buy
+173,180
New +$9.73M 0.23% 124

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

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

Congress Wealth Management increased its Broadcom (AVGO) stake by 24% in Q2 2025, buying an estimated $13M and bringing the position to 305,952 shares worth $84.3M. The position accounts for 0.82% of the portfolio, ranked #14.

Congress Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. 4,091 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Congress Wealth Management held 305,952 shares of Broadcom worth $84.3M as of Q2 2025.
  • Congress Wealth Management bought 59,778 Broadcom shares in Q2 2025, an estimated $13M.
  • Broadcom made up 0.82% of Congress Wealth Management's portfolio in Q2 2025, its #14 holding.
  • Congress Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • 4,091 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.