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Ergawealth Advisors’s Broadcom AVGO Stock Holding History

Ergawealth 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
Q3 		– Sell
-1,976
Closed -$545K – 61
2025
Q2 		$545K Hold
1,976
– – 0.25% 43
2025
Q1 		$331K Sell
1,976
-38
-2% -$8.04K 0.16% 48
2024
Q4 		$467K Sell
2,014
-666
-25% -$123K 0.23% 41
2024
Q3 		$462K Hold
2,680
– – 0.23% 42
2024
Q2 		$430K Hold
2,680
– – 0.23% 42
2024
Q1 		$355K Hold
2,680
– – 0.19% 44
2023
Q4 		$299K Buy
+2,680
New +$254K 0.18% 42

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

Ergawealth Advisors's AVGO Position: Q3 2025 in Review

Ergawealth Advisors sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 1,976 shares — an estimated $545K sold.

Ergawealth Advisors first reported a position in AVGO in Q4 2023 and held it in 7 quarters. The position peaked at $545K in Q2 2025. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Ergawealth Advisors reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
  • Ergawealth Advisors sold 1,976 Broadcom shares in Q3 2025, an estimated $545K.
  • Ergawealth Advisors first reported a position in Broadcom in Q4 2023 and held it in 7 quarters.
  • Ergawealth Advisors's Broadcom position peaked at $545K in Q2 2025.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Ergawealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.