KSWA
AVGO icon

Kathleen S. Wright Associates’s Broadcom AVGO Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$29.7K Hold
90
– – 0.01% 174
2025
Q2 		$24.8K Hold
90
– – 0.01% 184
2025
Q1 		$15.1K Hold
90
– – 0.01% 206
2024
Q4 		$20.9K Hold
90
– – 0.01% 190
2024
Q3 		$15.5K Hold
90
– – 0.01% 224
2024
Q2 		$14.4K Hold
90
– – 0.01% 182
2024
Q1 		$11.9K Hold
90
– – 0.01% 179
2023
Q4 		$10K Buy
+90
New +$8.52K 0.01% 162

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

Kathleen S. Wright Associates's AVGO Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Broadcom (AVGO) position steady in Q3 2025 at 90 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #174.

Kathleen S. Wright Associates first reported a position in AVGO in Q4 2023 and has held it in 8 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Kathleen S. Wright Associates held 90 shares of Broadcom worth $29.7K as of Q3 2025.
  • Kathleen S. Wright Associates left its Broadcom share count unchanged in Q3 2025.
  • Broadcom made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #174 holding.
  • Kathleen S. Wright Associates first reported a position in Broadcom in Q4 2023 and has held it in 8 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.