Gratus Wealth Advisors’s Broadcom AVGO Stock Holding History

Gratus Wealth Advisors’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	–	Sell	-727	Closed	-$200K	–	132
2025 Q2	$200K	Buy	+727	New	+$158K	0.03%	130

Other funds holding AVGO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gratus Wealth Advisors's AVGO Position: Q3 2025 in Review

Gratus Wealth Advisors sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 727 shares — an estimated $200K sold.

Gratus Wealth Advisors first reported a position in AVGO in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Gratus Wealth Advisors reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
Gratus Wealth Advisors sold 727 Broadcom shares in Q3 2025, an estimated $200K.
Gratus Wealth Advisors first reported a position in Broadcom in Q2 2025 and held it in 1 quarter.
Gratus Wealth Advisors's Broadcom position peaked at $200K in Q2 2025.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Gratus Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.