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Financial Advisors’s Broadcom AVGO Stock Holding History

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
Q3 		$525K Hold
1,590
– – 0.09% 48
2025
Q2 		$438K Hold
1,590
– – 0.08% 52
2025
Q1 		$266K Hold
1,590
– – 0.05% 70
2024
Q4 		$369K Hold
1,590
– – 0.07% 55
2024
Q3 		$274K Hold
1,590
– – 0.05% 68
2024
Q2 		$255K Hold
1,590
– – 0.05% 64
2024
Q1 		$211K Buy
+1,590
New +$197K 0.04% 75

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

Financial Advisors's AVGO Position: Q3 2025 in Review

Financial Advisors held its Broadcom (AVGO) position steady in Q3 2025 at 1,590 shares worth $525K. The position accounts for 0.09% of the portfolio, ranked #48.

Financial Advisors first reported a position in AVGO in Q1 2024 and has held it in 7 quarters since. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Financial Advisors held 1,590 shares of Broadcom worth $525K as of Q3 2025.
  • Financial Advisors left its Broadcom share count unchanged in Q3 2025.
  • Broadcom made up 0.09% of Financial Advisors's portfolio in Q3 2025, its #48 holding.
  • Financial Advisors first reported a position in Broadcom in Q1 2024 and has held it in 7 quarters since.
  • 4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.