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Greenberg Financial Group’s Broadcom AVGO Stock Holding History

Greenberg Financial Group’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
Q4 		$636K Buy
+1,837
New +$657K 0.26% 51
2025
Q2 		$800K Buy
2,118
+328
+18% +$71.2K 0.3% 53
2025
Q1 		$554K Buy
+1,790
New +$379K 0.23% 54

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 $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

Greenberg Financial Group's AVGO Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Broadcom (AVGO) in Q4 2025: 1,837 shares worth $636K. The stake represents 0.26% of the portfolio and ranks #51 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in AVGO as recently as Q2 2025.

Greenberg Financial Group first reported a position in AVGO in Q1 2025 and has held it in 3 quarters since. The position peaked at $800K in Q2 2025. 4,710 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • Greenberg Financial Group held 1,837 shares of Broadcom worth $636K as of Q4 2025.
  • Broadcom was a new Greenberg Financial Group position in Q4 2025.
  • Broadcom made up 0.26% of Greenberg Financial Group's portfolio in Q4 2025, its #51 holding.
  • Greenberg Financial Group first reported a position in Broadcom in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Broadcom position peaked at $800K in Q2 2025.
  • 4,710 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.