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Gries Financial’s Broadcom AVGO Stock Holding History

Gries Financial’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 		$2.77M Buy
8,411
+463
+6% +$142K 0.44% 39
2025
Q2 		$2.19M Buy
7,948
+1,703
+27% +$370K 0.4% 53
2025
Q1 		$1.05M Buy
6,245
+181
+3% +$38.3K 0.2% 115
2024
Q4 		$1.41M Buy
6,064
+2,281
+60% +$422K 0.25% 97
2024
Q3 		$653K Buy
3,783
+233
+7% +$37.4K 0.12% 148
2024
Q2 		$570K Sell
3,550
-1,300
-27% -$182K 0.12% 141
2024
Q1 		$643K Buy
4,850
+980
+25% +$121K 0.11% 151
2023
Q4 		$432K Buy
3,870
+850
+28% +$80.5K 0.09% 139
2023
Q3 		$251K Buy
3,020
+620
+26% +$53.7K 0.07% 164
2023
Q2 		$208K Buy
+2,400
New +$171K 0.06% 153
2023
Q1 		– Sell
-3,710
Closed -$207K – 168
2022
Q4 		$207K Buy
+3,710
New +$186K 0.07% 147
2022
Q3 		– Sell
-4,360
Closed -$212K – 147
2022
Q2 		$212K Buy
4,360
+100
+2% +$5.61K 0.1% 117
2022
Q1 		$268K Sell
4,260
-280
-6% -$16.6K 0.1% 137
2021
Q4 		$302K Buy
4,540
+180
+4% +$10.1K 0.12% 135
2021
Q3 		$211K Sell
4,360
-220
-5% -$10.7K 0.07% 154
2021
Q2 		$223K Buy
+4,580
New +$212K 0.07% 157

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

Gries Financial's AVGO Position: Q3 2025 in Review

Gries Financial increased its Broadcom (AVGO) stake by 5.8% in Q3 2025, buying an estimated $142K and bringing the position to 8,411 shares worth $2.77M. The position accounts for 0.44% of the portfolio, ranked #39.

Gries Financial first reported a position in AVGO in Q2 2021 and has held it in 16 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Gries Financial held 8,411 shares of Broadcom worth $2.77M as of Q3 2025.
  • Gries Financial bought 463 Broadcom shares in Q3 2025, an estimated $142K.
  • Broadcom made up 0.44% of Gries Financial's portfolio in Q3 2025, its #39 holding.
  • Gries Financial first reported a position in Broadcom in Q2 2021 and has held it in 16 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.