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IronBridge Private Wealth’s Broadcom AVGO Stock Holding History

IronBridge Private Wealth’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
-1,778
Closed -$298K – 43
2025
Q1 		$298K Buy
1,778
+187
+12% +$39.6K 0.12% 41
2024
Q4 		$369K Buy
+1,591
New +$294K 0.14% 39
2021
Q2 		– Sell
-91,580
Closed -$4.25M – 276
2021
Q1 		$4.25M Buy
+91,580
New +$4.23M 2.7% 15

Other funds holding AVGO

Vanguard Group
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

IronBridge Private Wealth's AVGO Position: Q2 2025 in Review

IronBridge Private Wealth sold out of Broadcom (AVGO) in Q2 2025, closing a stake of 1,778 shares — an estimated $298K sold.

IronBridge Private Wealth first reported a position in AVGO in Q1 2021 and held it in 3 quarters. The position peaked at $4.25M in Q1 2021. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • IronBridge Private Wealth reported no remaining Broadcom position as of Q2 2025 after selling out during the quarter.
  • IronBridge Private Wealth sold 1,778 Broadcom shares in Q2 2025, an estimated $298K.
  • IronBridge Private Wealth first reported a position in Broadcom in Q1 2021 and held it in 3 quarters.
  • IronBridge Private Wealth's Broadcom position peaked at $4.25M in Q1 2021.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on IronBridge Private Wealth's 13F filing for Q2 2025, filed 10 Oct 2025.