Heritage Financial Services’s Broadcom AVGO Stock Holding History

Heritage Financial Services’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	$2.09M	Sell	6,035 -2,191	-27%	-$784K	0.17%	26
2025 Q3	$2.71M	Buy	8,226 +895	+12%	+$275K	0.24%	20
2025 Q2	$2.02M	Buy	7,331 +1,454	+25%	+$316K	0.19%	26
2025 Q1	$984K	Sell	5,877 -69	-1%	-$14.6K	0.1%	44
2024 Q4	$1.38M	Buy	5,946 +3,450	+138%	+$638K	0.18%	33
2024 Q3	$431K	Buy	2,496 +6	+0.2%	+$962	0.06%	70
2024 Q2	$400K	Sell	2,490 -30	-1%	-$4.2K	0.06%	69
2024 Q1	$334K	Buy	2,520 +370	+17%	+$45.8K	0.05%	73
2023 Q4	$240K	Buy	+2,150	New	+$204K	0.04%	87
2022 Q3	–	Sell	-1,430	Closed	-$69K	–	89
2022 Q2	$69K	Buy	+1,430	New	+$80.3K	0.04%	135

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

Heritage Financial Services's AVGO Position: Q4 2025 in Review

Heritage Financial Services reduced its Broadcom (AVGO) stake by 27% in Q4 2025, selling an estimated $784K and leaving 6,035 shares worth $2.09M. The position accounts for 0.17% of the portfolio, ranked #26.

Heritage Financial Services first reported a position in AVGO in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.71M in Q3 2025. 4,701 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Heritage Financial Services held 6,035 shares of Broadcom worth $2.09M as of Q4 2025.
Heritage Financial Services sold 2,191 Broadcom shares in Q4 2025, an estimated $784K.
Broadcom made up 0.17% of Heritage Financial Services's portfolio in Q4 2025, its #26 holding.
Heritage Financial Services first reported a position in Broadcom in Q2 2022 and has held it in 10 quarters since.
Heritage Financial Services's Broadcom position peaked at $2.71M in Q3 2025.
4,701 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.