Creegan & Nassoura Financial Group’s Broadcom AVGO Stock Holding History

Creegan & Nassoura Financial Group’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	$5.15M	Sell	14,875 -1,125	-7%	-$402K	3.34%	5
2025 Q3	$5.28M	Sell	16,000 -250	-2%	-$76.7K	3.41%	6
2025 Q2	$4.48M	Sell	16,250 -590	-4%	-$128K	2.92%	6
2025 Q1	$2.82M	Sell	16,840 -100	-0.6%	-$21.2K	1.88%	20
2024 Q4	$3.93M	Sell	16,940 -100	-0.6%	-$18.5K	2.64%	7
2024 Q3	$2.94M	Hold	17,040	–	–	1.85%	18
2024 Q2	$2.74M	Hold	17,040	–	–	1.88%	16
2024 Q1	$2.26M	Hold	17,040	–	–	1.51%	28
2023 Q4	$1.9M	Hold	17,040	–	–	1.38%	31
2023 Q3	$1.42M	Sell	17,040 -500	-3%	-$43.3K	1.1%	37
2023 Q2	$1.52M	Sell	17,540 -10	-0.1%	-$713	1.12%	37
2023 Q1	$1.13M	Hold	17,550	–	–	0.86%	44
2022 Q4	$981K	Sell	17,550 -130	-0.7%	-$6.52K	0.77%	49
2022 Q3	$785K	Buy	+17,680	New	+$903K	0.68%	53

Other funds holding AVGO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creegan & Nassoura Financial Group's AVGO Position: Q4 2025 in Review

Creegan & Nassoura Financial Group reduced its Broadcom (AVGO) stake by 7% in Q4 2025, selling an estimated $402K and leaving 14,875 shares worth $5.15M. The position accounts for 3.34% of the portfolio, ranked #5.

Creegan & Nassoura Financial Group first reported a position in AVGO in Q3 2022 and has held it in 14 quarters since. The position peaked at $5.28M in Q3 2025. 4,704 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Creegan & Nassoura Financial Group held 14,875 shares of Broadcom worth $5.15M as of Q4 2025.
Creegan & Nassoura Financial Group sold 1,125 Broadcom shares in Q4 2025, an estimated $402K.
Broadcom made up 3.34% of Creegan & Nassoura Financial Group's portfolio in Q4 2025, its #5 holding.
Creegan & Nassoura Financial Group first reported a position in Broadcom in Q3 2022 and has held it in 14 quarters since.
Creegan & Nassoura Financial Group's Broadcom position peaked at $5.28M in Q3 2025.
4,704 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Creegan & Nassoura Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.