Marshall Financial Group (Pennsylvania)’s Broadcom AVGO Stock Holding History

Marshall Financial Group (Pennsylvania)’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	$225K	Buy	+683	New	+$210K	0.06%	50

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s AVGO Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) opened a new position in Broadcom (AVGO) in Q3 2025: 683 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #50 among its holdings.

4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 683 shares of Broadcom worth $225K as of Q3 2025.
Broadcom was a new Marshall Financial Group (Pennsylvania) position in Q3 2025.
Broadcom made up 0.06% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #50 holding.
4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.