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Grassi Investment Management’s Broadcom AVGO Stock Holding History

Grassi Investment 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
Q2 		$73.2M Sell
265,630
-8,125
-3% -$1.76M 5.82% 3
2025
Q1 		$45.8M Buy
273,755
+1,380
+0.5% +$292K 4.24% 5
2024
Q4 		$63.1M Buy
272,375
+1,425
+0.5% +$264K 5.39% 4
2024
Q3 		$46.7M Buy
270,950
+10,050
+4% +$1.61M 4.04% 6
2024
Q2 		$41.9M Sell
260,900
-1,150
-0.4% -$161K 3.72% 6
2024
Q1 		$34.7M Hold
262,050
– – 3.14% 6
2023
Q4 		$29.3M Hold
262,050
– – 3.07% 7
2023
Q3 		$21.8M Hold
262,050
– – 2.5% 7
2023
Q2 		$22.7M Hold
262,050
– – 2.5% 8
2023
Q1 		$16.8M Hold
262,050
– – 2.09% 9
2022
Q4 		$14.7M Hold
262,050
– – 1.98% 12
2022
Q3 		$11.6M Sell
262,050
-1,000
-0.4% -$51.1K 1.7% 14
2022
Q2 		$12.8M Hold
263,050
– – 1.69% 13
2022
Q1 		$16.6M Hold
263,050
– – 1.73% 11
2021
Q4 		$17.5M Hold
263,050
– – 1.75% 11
2021
Q3 		$12.8M Hold
263,050
– – 1.44% 23
2021
Q2 		$12.5M Hold
263,050
– – 1.36% 24
2021
Q1 		$12.2M Sell
263,050
-1,000
-0.4% -$46.2K 1.38% 24
2020
Q4 		$11.6M Sell
264,050
-7,750
-3% -$302K 1.47% 25
2020
Q3 		$9.9M Buy
271,800
+22,750
+9% +$762K 1.4% 29
2020
Q2 		$7.86M Sell
249,050
-86,550
-26% -$2.42M 1.13% 38
2020
Q1 		$7.96M Buy
335,600
+65,900
+24% +$1.86M 1.39% 28
2019
Q4 		$8.52M Sell
269,700
-500
-0.2% -$15.2K 1.15% 38
2019
Q3 		$7.46M Buy
270,200
+91,400
+51% +$2.6M 1.12% 41
2019
Q2 		$5.15M Buy
178,800
+135,700
+315% +$3.95M 0.76% 56
2019
Q1 		$1.3M Buy
+43,100
New +$1.17M 0.19% 76

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

Grassi Investment Management's AVGO Position: Q2 2025 in Review

Grassi Investment Management reduced its Broadcom (AVGO) stake by 3% in Q2 2025, selling an estimated $1.76M and leaving 265,630 shares worth $73.2M. The position accounts for 5.82% of the portfolio, ranked #3.

Grassi Investment Management first reported a position in AVGO in Q1 2019 and has held it in 26 quarters since. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Grassi Investment Management held 265,630 shares of Broadcom worth $73.2M as of Q2 2025.
  • Grassi Investment Management sold 8,125 Broadcom shares in Q2 2025, an estimated $1.76M.
  • Broadcom made up 5.82% of Grassi Investment Management's portfolio in Q2 2025, its #3 holding.
  • Grassi Investment Management first reported a position in Broadcom in Q1 2019 and has held it in 26 quarters since.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.