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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forte Capital's AVGO Position: Q2 2025 in Review

Forte Capital reduced its Broadcom (AVGO) stake by 1.2% in Q2 2025, selling an estimated $48.4K and leaving 18,243 shares worth $5.03M. The position accounts for 0.54% of the portfolio, ranked #42.

Forte Capital first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. 4,091 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Forte Capital held 18,243 shares of Broadcom worth $5.03M as of Q2 2025.
  • Forte Capital sold 223 Broadcom shares in Q2 2025, an estimated $48.4K.
  • Broadcom made up 0.54% of Forte Capital's portfolio in Q2 2025, its #42 holding.
  • Forte Capital first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
  • 4,091 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.