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Ilex Capital Partners’s Broadcom AVGO Stock Holding History

Ilex Capital 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
Q2 		– Sell
-9,065
Closed -$1.52M – 162
2025
Q1 		$1.52M Buy
+9,065
New +$1.92M 0.06% 146

Other funds holding AVGO

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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

Ilex Capital Partners's AVGO Position: Q2 2025 in Review

Ilex Capital Partners sold out of Broadcom (AVGO) in Q2 2025, closing a stake of 9,065 shares — an estimated $1.52M sold.

Ilex Capital Partners first reported a position in AVGO in Q1 2025 and held it in 1 quarter. The position peaked at $1.52M in Q1 2025. 4,085 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Ilex Capital Partners reported no remaining Broadcom position as of Q2 2025 after selling out during the quarter.
  • Ilex Capital Partners sold 9,065 Broadcom shares in Q2 2025, an estimated $1.52M.
  • Ilex Capital Partners first reported a position in Broadcom in Q1 2025 and held it in 1 quarter.
  • Ilex Capital Partners's Broadcom position peaked at $1.52M in Q1 2025.
  • 4,085 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Ilex Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.