IP
AVGO icon

Intellectus Partners’s Broadcom AVGO Stock Holding History

Intellectus 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
2026
Q1 		$2.36M Buy
7,624
+193
+3% +$63.5K 0.48% 51
2025
Q4 		$2.57M Buy
7,431
+51
+0.7% +$18.2K 0.5% 47
2025
Q3 		$2.43M Buy
7,380
+140
+2% +$43K 0.47% 57
2025
Q2 		$2M Sell
7,240
-620
-8% -$135K 0.43% 64
2025
Q1 		$1.32M Hold
7,860
– – 0.32% 90
2024
Q4 		$1.82M Hold
7,860
– – 0.4% 67
2024
Q3 		$1.36M Buy
+7,860
New +$1.26M 0.35% 89
2020
Q4 		– Sell
-287,060
Closed -$10.5M – 237
2020
Q3 		$10.5M Buy
+287,060
New +$9.61M 3.95% 3
2019
Q2 		– Sell
-1,810
Closed -$54K – 203
2019
Q1 		$54K Hold
1,810
– – 0.02% 253
2018
Q4 		$46K Sell
1,810
-12,500
-87% -$295K 0.03% 153
2018
Q3 		$353K Hold
14,310
– – 0.12% 178
2018
Q2 		$347K Buy
+14,310
New +$351K 0.13% 174
2018
Q1 		– Sell
-16,810
Closed -$432K – 594
2017
Q4 		$432K Hold
16,810
– – 0.16% 147
2017
Q3 		$408K Hold
16,810
– – 0.17% 142
2017
Q2 		$392K Buy
16,810
+950
+6% +$22K 0.18% 137
2017
Q1 		$347K Hold
15,860
– – 0.18% 134
2016
Q4 		$280K Buy
+15,860
New +$275K 0.15% 146

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