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Hemington Wealth Management’s Broadcom AVGO Stock Holding History

Hemington Wealth 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
Q3 		$1.36M Buy
4,112
+265
+7% +$81.3K 0.18% 44
2025
Q2 		$1.06M Buy
3,847
+105
+3% +$22.8K 0.15% 48
2025
Q1 		$626K Buy
3,742
+167
+5% +$35.3K 0.1% 65
2024
Q4 		$828K Buy
3,575
+381
+12% +$70.5K 0.21% 54
2024
Q3 		$542K Buy
3,194
+424
+15% +$68K 0.15% 66
2024
Q2 		$444K Buy
2,770
+160
+6% +$22.4K 0.15% 76
2024
Q1 		$346K Sell
2,610
-220
-8% -$27.3K 0.13% 88
2023
Q4 		$316K Sell
2,830
-40
-1% -$3.79K 0.12% 85
2023
Q3 		$238K Sell
2,870
-590
-17% -$51.1K 0.11% 82
2023
Q2 		$300K Sell
3,460
-250
-7% -$17.8K 0.12% 80
2023
Q1 		$238K Buy
3,710
+10
+0.3% +$602 0.1% 91
2022
Q4 		$206K Buy
+3,700
New +$186K 0.09% 96
2022
Q2 		– Sell
-3,600
Closed -$227K – 104
2022
Q1 		$227K Buy
+3,600
New +$214K 0.08% 101

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

Hemington Wealth Management's AVGO Position: Q3 2025 in Review

Hemington Wealth Management increased its Broadcom (AVGO) stake by 6.9% in Q3 2025, buying an estimated $81.3K and bringing the position to 4,112 shares worth $1.36M. The position accounts for 0.18% of the portfolio, ranked #44.

Hemington Wealth Management first reported a position in AVGO in Q1 2022 and has held it in 13 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Hemington Wealth Management held 4,112 shares of Broadcom worth $1.36M as of Q3 2025.
  • Hemington Wealth Management bought 265 Broadcom shares in Q3 2025, an estimated $81.3K.
  • Broadcom made up 0.18% of Hemington Wealth Management's portfolio in Q3 2025, its #44 holding.
  • Hemington Wealth Management first reported a position in Broadcom in Q1 2022 and has held it in 13 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.