D'Orazio & Associates’s Broadcom AVGO Stock Holding History

D'Orazio & Associates’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
2026 Q1	$3.3M	Buy	10,650 +1,640	+18%	+$540K	0.43%	31
2025 Q4	$3.12M	Buy	9,010 +177	+2%	+$63.3K	0.4%	29
2025 Q3	$2.91M	Buy	8,833 +217	+3%	+$66.6K	0.39%	31
2025 Q2	$2.38M	Buy	8,616 +742	+9%	+$161K	0.34%	30
2025 Q1	$1.32M	Sell	7,874 -314	-4%	-$66.5K	0.2%	47
2024 Q4	$1.9M	Sell	8,188 -69	-0.8%	-$12.8K	0.28%	32
2024 Q3	$1.42M	Sell	8,257 -483	-6%	-$77.4K	0.2%	40
2024 Q2	$1.4M	Buy	8,740 +240	+3%	+$33.6K	0.22%	40
2024 Q1	$1.13M	Sell	8,500 -10	-0.1%	-$1.24K	0.18%	45
2023 Q4	$950K	Buy	8,510 +600	+8%	+$56.8K	0.17%	45
2023 Q3	$657K	Buy	7,910 +1,520	+24%	+$132K	0.15%	57
2023 Q2	$554K	Buy	+6,390	New	+$456K	0.13%	60
2021 Q4	–	Sell	-570	Closed	-$28K	–	144
2021 Q3	$28K	Buy	+570	New	+$27.7K	0.01%	306

Other funds holding AVGO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Capital World Investors

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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