Harvest Investment Advisors’s Broadcom AVGO Stock Holding History

Harvest Investment 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 Q4	$680K	Buy	+1,965	New	+$703K	0.39%	55
2025 Q2	$691K	Sell	2,505 -841	-25%	-$183K	0.44%	53
2025 Q1	$560K	Sell	3,346 -13,982	-81%	-$2.96M	0.4%	50
2024 Q4	$4.02M	Sell	17,328 -403	-2%	-$74.5K	2.78%	7
2024 Q3	$3.06M	Sell	17,731 -239	-1%	-$38.3K	2.08%	7
2024 Q2	$2.89M	Sell	17,970 -130	-0.7%	-$18.2K	2.13%	7
2024 Q1	$2.4M	Sell	18,100 -4,960	-22%	-$615K	1.79%	9
2023 Q4	$2.57M	Sell	23,060 -580	-2%	-$54.9K	2.07%	7
2023 Q3	$1.96M	Sell	23,640 -170	-0.7%	-$14.7K	1.76%	8
2023 Q2	$2.07M	Sell	23,810 -370	-2%	-$26.4K	1.77%	8
2023 Q1	$1.55M	Buy	24,180 +10	+0%	+$602	1.38%	18
2022 Q4	$1.35M	Buy	+24,170	New	+$1.21M	1.27%	29

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

Harvest Investment Advisors's AVGO Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Broadcom (AVGO) in Q4 2025: 1,965 shares worth $680K. The stake represents 0.39% of the portfolio and ranks #55 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in AVGO as recently as Q2 2025.

Harvest Investment Advisors first reported a position in AVGO in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.02M in Q4 2024. 4,702 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Harvest Investment Advisors held 1,965 shares of Broadcom worth $680K as of Q4 2025.
Broadcom was a new Harvest Investment Advisors position in Q4 2025.
Broadcom made up 0.39% of Harvest Investment Advisors's portfolio in Q4 2025, its #55 holding.
Harvest Investment Advisors first reported a position in Broadcom in Q4 2022 and has held it in 12 quarters since.
Harvest Investment Advisors's Broadcom position peaked at $4.02M in Q4 2024.
4,702 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.