GWM
AVGO icon

Gitterman Wealth Management’s Broadcom AVGO Stock Holding History

Gitterman Wealth Management’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 		$557K Buy
1,688
+1,563
+1,250% +$480K 0.13% 45
2025
Q2 		$34.5K Buy
+125
New +$27.1K 0.01% 298
2024
Q2 		– Sell
-3,060
Closed -$406K – 113
2024
Q1 		$406K Buy
+3,060
New +$379K 0.16% 37

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

Gitterman Wealth Management's AVGO Position: Q3 2025 in Review

Gitterman Wealth Management increased its Broadcom (AVGO) stake by 1,250% in Q3 2025, buying an estimated $480K and bringing the position to 1,688 shares worth $557K. The position accounts for 0.13% of the portfolio, ranked #45.

Gitterman Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 3 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Gitterman Wealth Management held 1,688 shares of Broadcom worth $557K as of Q3 2025.
  • Gitterman Wealth Management bought 1,563 Broadcom shares in Q3 2025, an estimated $480K.
  • Broadcom made up 0.13% of Gitterman Wealth Management's portfolio in Q3 2025, its #45 holding.
  • Gitterman Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 3 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.