HIG
AVGO icon

Heritage Investment Group’s Broadcom AVGO Stock Holding History

Heritage Investment 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
2026
Q1 		$1.86M Sell
6,025
-156
-3% -$51.3K 0.28% 33
2025
Q4 		$2.14M Buy
6,181
+3,890
+170% +$1.39M 0.33% 29
2025
Q3 		$756K Buy
2,291
+300
+15% +$92K 0.12% 54
2025
Q2 		$549K Hold
1,991
– – 0.09% 64
2025
Q1 		$333K Hold
1,991
– – 0.06% 83
2024
Q4 		$462K Sell
1,991
-3,680
-65% -$681K 0.09% 66
2024
Q3 		$978K Buy
5,671
+3,941
+228% +$632K 0.19% 37
2024
Q2 		$278K Hold
1,730
– – 0.06% 83
2024
Q1 		$229K Buy
+1,730
New +$214K 0.05% 96
2023
Q3 		– Sell
-6,500
Closed -$564K – 91
2023
Q2 		$564K Buy
+6,500
New +$464K 0.16% 41

Other funds holding AVGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return