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Edge Financial Advisors’s Broadcom AVGO Stock Holding History

Edge Financial Advisors’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 		$1.2M Buy
1,736
+78
+5% +$27.9K 0.51% 44
2025
Q3 		$1.09M Sell
1,658
-5
-0.3% -$1.53K 0.49% 44
2025
Q2 		$444K Buy
1,663
+108
+7% +$23.5K 0.23% 75
2025
Q1 		$260K Buy
1,555
+471
+43% +$99.7K 0.16% 85
2024
Q4 		$251K Buy
+1,084
New +$200K 0.22% 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

Edge Financial Advisors's AVGO Position: Q4 2025 in Review

Edge Financial Advisors increased its Broadcom (AVGO) stake by 4.7% in Q4 2025, buying an estimated $27.9K and bringing the position to 1,736 shares worth $1.2M. The position accounts for 0.51% of the portfolio, ranked #44.

Edge Financial Advisors first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. 4,701 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • Edge Financial Advisors held 1,736 shares of Broadcom worth $1.2M as of Q4 2025.
  • Edge Financial Advisors bought 78 Broadcom shares in Q4 2025, an estimated $27.9K.
  • Broadcom made up 0.51% of Edge Financial Advisors's portfolio in Q4 2025, its #44 holding.
  • Edge Financial Advisors first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • 4,701 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.