Forte Capital’s Broadcom AVGO Stock Holding History

Forte Capital’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	$5.03M	Sell	18,243 -223	-1%	-$48.4K	0.54%	42
2025 Q1	$3.09M	Sell	18,466 -1,550	-8%	-$328K	0.37%	59
2024 Q4	$4.64M	Sell	20,016 -885	-4%	-$164K	0.52%	43
2024 Q3	$3.61M	Buy	20,901 +41	+0.2%	+$6.57K	0.41%	52
2024 Q2	$3.35M	Sell	20,860 -250	-1%	-$35K	0.4%	49
2024 Q1	$2.8M	Sell	21,110 -240	-1%	-$29.7K	0.35%	54
2023 Q4	$2.38M	Buy	21,350 +140	+0.7%	+$13.3K	0.33%	60
2023 Q3	$1.76M	Buy	+21,210	New	+$1.84M	0.27%	73
2023 Q2	–	Sell	-29,290	Closed	-$1.88M	–	212
2023 Q1	$1.88M	Sell	29,290 -170	-0.6%	-$10.2K	0.29%	75
2022 Q4	$1.65M	Buy	29,460 +320	+1%	+$16K	0.28%	75
2022 Q3	$1.29M	Buy	29,140 +950	+3%	+$48.5K	0.23%	84
2022 Q2	$1.37M	Buy	28,190 +3,360	+14%	+$189K	0.24%	83
2022 Q1	$1.65M	Hold	24,830	–	–	0.21%	79
2021 Q4	$1.65M	Buy	+24,830	New	+$1.4M	0.21%	79

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 $1.47T 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