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Heritage Wealth Partners’s Broadcom AVGO Stock Holding History

Heritage Wealth Partners’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
Q1 		$653K Sell
3,899
-2,843
-42% -$602K 1% 27
2024
Q4 		$1.56M Buy
6,742
+829
+14% +$153K 1.96% 18
2024
Q3 		$1.02M Sell
5,913
-1,267
-18% -$203K 1.2% 23
2024
Q2 		$1.15M Buy
7,180
+5,230
+268% +$733K 1.67% 17
2024
Q1 		$218K Hold
1,950
– – 0.45% 38
2023
Q4 		$218K Buy
+1,950
New +$185K 0.45% 38

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Partners's AVGO Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Broadcom (AVGO) stake by 42% in Q1 2025, selling an estimated $602K and leaving 3,899 shares worth $653K. The position accounts for 1% of the portfolio, ranked #27.

Heritage Wealth Partners first reported a position in AVGO in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.56M in Q4 2024. 3,826 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Heritage Wealth Partners held 3,899 shares of Broadcom worth $653K as of Q1 2025.
  • Heritage Wealth Partners sold 2,843 Broadcom shares in Q1 2025, an estimated $602K.
  • Broadcom made up 1% of Heritage Wealth Partners's portfolio in Q1 2025, its #27 holding.
  • Heritage Wealth Partners first reported a position in Broadcom in Q4 2023 and has held it in 6 quarters since.
  • Heritage Wealth Partners's Broadcom position peaked at $1.56M in Q4 2024.
  • 3,826 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.