Hirtle Callaghan & Co’s Broadcom AVGO Stock Holding History

Hirtle Callaghan & Co’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	–	Sell	-879	Closed	-$204K	–	111
2024 Q4	$204K	Buy	+879	New	+$163K	0.01%	115

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hirtle Callaghan & Co's AVGO Position: Q1 2025 in Review

Hirtle Callaghan & Co sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 879 shares — an estimated $204K sold.

Hirtle Callaghan & Co first reported a position in AVGO in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Hirtle Callaghan & Co reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
Hirtle Callaghan & Co sold 879 Broadcom shares in Q1 2025, an estimated $204K.
Hirtle Callaghan & Co first reported a position in Broadcom in Q4 2024 and held it in 1 quarter.
Hirtle Callaghan & Co's Broadcom position peaked at $204K in Q4 2024.
3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2025, filed 12 May 2025.