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Copperwynd Financial’s Broadcom AVGO Stock Holding History

Copperwynd Financial’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 		$5.94M Buy
21,558
+680
+3% +$148K 1.48% 17
2025
Q1 		$3.5M Buy
20,878
+2,527
+14% +$535K 0.96% 19
2024
Q4 		$4.25M Buy
18,351
+995
+6% +$184K 1.17% 18
2024
Q3 		$2.99M Sell
17,356
-124,504
-88% -$20M 0.9% 18
2024
Q2 		$2.28M Buy
141,860
+128,370
+952% +$18M 0.74% 24
2024
Q1 		$1.79M Buy
13,490
+1,530
+13% +$190K 0.64% 29
2023
Q4 		$1.34M Buy
+11,960
New +$1.13M 0.53% 34
2023
Q3 		– Sell
-23,560
Closed -$2.04M – 130
2023
Q2 		$2.04M Buy
+23,560
New +$1.68M 0.95% 22
2022
Q2 		– Sell
-29,040
Closed -$1.83M – 120
2022
Q1 		$1.83M Sell
29,040
-1,900
-6% -$113K 0.76% 30
2021
Q4 		$2.06M Buy
30,940
+1,010
+3% +$56.8K 0.78% 19
2021
Q3 		$1.45M Buy
29,930
+90
+0.3% +$4.38K 0.6% 27
2021
Q2 		$1.42M Buy
29,840
+450
+2% +$20.9K 0.6% 30
2021
Q1 		$1.36M Sell
29,390
-1,250
-4% -$57.8K 0.61% 26
2020
Q4 		$1.34M Sell
30,640
-770
-2% -$30K 0.65% 27
2020
Q3 		$1.14M Sell
31,410
-1,150
-4% -$38.5K 0.61% 28
2020
Q2 		$1.03M Buy
+32,560
New +$911K 0.59% 26

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

Copperwynd Financial's AVGO Position: Q2 2025 in Review

Copperwynd Financial increased its Broadcom (AVGO) stake by 3.3% in Q2 2025, buying an estimated $148K and bringing the position to 21,558 shares worth $5.94M. The position accounts for 1.48% of the portfolio, ranked #17.

Copperwynd Financial first reported a position in AVGO in Q2 2020 and has held it in 16 quarters since. 4,084 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Copperwynd Financial held 21,558 shares of Broadcom worth $5.94M as of Q2 2025.
  • Copperwynd Financial bought 680 Broadcom shares in Q2 2025, an estimated $148K.
  • Broadcom made up 1.48% of Copperwynd Financial's portfolio in Q2 2025, its #17 holding.
  • Copperwynd Financial first reported a position in Broadcom in Q2 2020 and has held it in 16 quarters since.
  • 4,084 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.