CC
AVGO icon

Copperleaf Capital’s Broadcom AVGO Stock Holding History

Copperleaf Capital’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 		$344K Sell
1,042
-2
-0.2% -$614 0.16% 92
2025
Q2 		$288K Buy
+1,044
New +$227K 0.15% 91
2025
Q1 		– Sell
-1,109
Closed -$257K – 108
2024
Q4 		$257K Buy
+1,109
New +$205K 0.16% 82

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

Copperleaf Capital's AVGO Position: Q3 2025 in Review

Copperleaf Capital reduced its Broadcom (AVGO) stake by 0.19% in Q3 2025, selling an estimated $614 and leaving 1,042 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #92.

Copperleaf Capital first reported a position in AVGO in Q4 2024 and has held it in 3 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Copperleaf Capital held 1,042 shares of Broadcom worth $344K as of Q3 2025.
  • Copperleaf Capital sold 2 Broadcom shares in Q3 2025, an estimated $614.
  • Broadcom made up 0.16% of Copperleaf Capital's portfolio in Q3 2025, its #92 holding.
  • Copperleaf Capital first reported a position in Broadcom in Q4 2024 and has held it in 3 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.