Cooksen Wealth’s Broadcom AVGO Stock Holding History

Cooksen Wealth’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 Q4	–	Sell	-1,119	Closed	-$369K	–	46
2025 Q3	$369K	Buy	1,119 +562	+101%	+$172K	0.28%	37
2025 Q2	$154K	Buy	+557	New	+$121K	0.12%	47

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cooksen Wealth's AVGO Position: Q4 2025 in Review

Cooksen Wealth sold out of Broadcom (AVGO) in Q4 2025, closing a stake of 1,119 shares — an estimated $369K sold.

Cooksen Wealth first reported a position in AVGO in Q2 2025 and held it in 2 quarters. The position peaked at $369K in Q3 2025. 4,720 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Cooksen Wealth reported no remaining Broadcom position as of Q4 2025 after selling out during the quarter.
Cooksen Wealth sold 1,119 Broadcom shares in Q4 2025, an estimated $369K.
Cooksen Wealth first reported a position in Broadcom in Q2 2025 and held it in 2 quarters.
Cooksen Wealth's Broadcom position peaked at $369K in Q3 2025.
4,720 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Cooksen Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.