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Financial Gravity Companies’s Broadcom AVGO Stock Holding History

Financial Gravity Companies’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
Q2 		$289K Buy
+1,050
New +$228K 0.06% 132
2024
Q4 		$16.2K Buy
+70
New +$12.9K ﹤0.01% 476
2018
Q4 		$76K Buy
+2,870
New +$67.7K 0.07% 236
2018
Q1 		$56K Sell
2,430
-7,020
-74% -$177K 0.06% 280
2017
Q4 		$234K Buy
+9,450
New +$246K 0.27% 71

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 Gravity Companies's AVGO Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Broadcom (AVGO) in Q2 2025: 1,050 shares worth $289K. The stake represents 0.06% of the portfolio and ranks #132 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AVGO as recently as Q4 2024.

Financial Gravity Companies first reported a position in AVGO in Q4 2017 and has held it in 5 quarters since. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Financial Gravity Companies held 1,050 shares of Broadcom worth $289K as of Q2 2025.
  • Broadcom was a new Financial Gravity Companies position in Q2 2025.
  • Broadcom made up 0.06% of Financial Gravity Companies's portfolio in Q2 2025, its #132 holding.
  • Financial Gravity Companies first reported a position in Broadcom in Q4 2017 and has held it in 5 quarters since.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.