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Masso Torrence Wealth Management’s Broadcom AVGO Stock Holding History

Masso Torrence Wealth Management’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 		$8.6M Buy
26,066
+352
+1% +$108K 3.58% 7
2025
Q2 		$7.09M Buy
25,714
+2,068
+9% +$449K 3.28% 8
2025
Q1 		$3.96M Sell
23,646
-709
-3% -$150K 2.11% 15
2024
Q4 		$5.65M Sell
24,355
-1,834
-7% -$339K 2.97% 10
2024
Q3 		$4.52M Sell
26,189
-311
-1% -$49.9K 2.44% 15
2024
Q2 		$4.25M Sell
26,500
-140
-0.5% -$19.6K 2.36% 14
2024
Q1 		$3.53M Sell
26,640
-1,430
-5% -$177K 2.09% 15
2023
Q4 		$3.13M Sell
28,070
-300
-1% -$28.4K 2.14% 15
2023
Q3 		$2.36M Buy
28,370
+70
+0.2% +$6.07K 1.81% 18
2023
Q2 		$2.45M Sell
28,300
-1,080
-4% -$77K 1.77% 17
2023
Q1 		$1.88M Sell
29,380
-1,690
-5% -$102K 1.49% 22
2022
Q4 		$1.74M Buy
31,070
+990
+3% +$49.6K 1.38% 25
2022
Q3 		$1.33M Buy
30,080
+10
+0% +$511 1.18% 30
2022
Q2 		$1.46M Sell
30,070
-490
-2% -$27.5K 1.29% 27
2022
Q1 		$1.92M Buy
30,560
+1,060
+4% +$63K 1.54% 23
2021
Q4 		$1.96M Buy
+29,500
New +$1.66M 1.37% 25

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

Masso Torrence Wealth Management's AVGO Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Broadcom (AVGO) stake by 1.4% in Q3 2025, buying an estimated $108K and bringing the position to 26,066 shares worth $8.6M. The position accounts for 3.58% of the portfolio, ranked #7.

Masso Torrence Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Masso Torrence Wealth Management held 26,066 shares of Broadcom worth $8.6M as of Q3 2025.
  • Masso Torrence Wealth Management bought 352 Broadcom shares in Q3 2025, an estimated $108K.
  • Broadcom made up 3.58% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #7 holding.
  • Masso Torrence Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.