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Delta Financial Group’s Broadcom AVGO Stock Holding History

Delta 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
Q1 		$1.07M Buy
5,620
+23
+0.4% +$4.87K 0.25% 71
2024
Q4 		$1.3M Sell
5,597
-659
-11% -$122K 0.3% 57
2024
Q3 		$1.08M Buy
6,256
+556
+10% +$89.1K 0.4% 37
2024
Q2 		$916K Buy
5,700
+300
+6% +$42K 0.38% 39
2024
Q1 		$716K Sell
5,400
-640
-11% -$79.3K 0.21% 89
2023
Q4 		$675K Sell
6,040
-80
-1% -$7.58K 0.21% 88
2023
Q3 		$508K Buy
+6,120
New +$531K 0.18% 99

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delta Financial Group's AVGO Position: Q1 2025 in Review

Delta Financial Group increased its Broadcom (AVGO) stake by 0.41% in Q1 2025, buying an estimated $4.87K and bringing the position to 5,620 shares worth $1.07M. The position accounts for 0.25% of the portfolio, ranked #71.

Delta Financial Group first reported a position in AVGO in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Delta Financial Group held 5,620 shares of Broadcom worth $1.07M as of Q1 2025.
  • Delta Financial Group bought 23 Broadcom shares in Q1 2025, an estimated $4.87K.
  • Broadcom made up 0.25% of Delta Financial Group's portfolio in Q1 2025, its #71 holding.
  • Delta Financial Group first reported a position in Broadcom in Q3 2023 and has held it in 7 quarters since.
  • Delta Financial Group's Broadcom position peaked at $1.3M in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.