MWM
AVGO icon

Modera Wealth Management’s Broadcom AVGO Stock Holding History

Modera 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
2026
Q1 		$98.1M Sell
316,938
-21,783
-6% -$7.17M 1.18% 20
2025
Q4 		$117M Sell
338,721
-30,102
-8% -$10.8M 1.36% 16
2025
Q3 		$122M Sell
368,823
-25,403
-6% -$7.79M 1.41% 16
2025
Q2 		$109M Sell
394,226
-12,008
-3% -$2.61M 1.35% 17
2025
Q1 		$68M Sell
406,234
-21,919
-5% -$4.64M 0.92% 29
2024
Q4 		$99.3M Sell
428,153
-12,429
-3% -$2.3M 1.2% 17
2024
Q3 		$76M Sell
440,582
-21,968
-5% -$3.52M 0.97% 26
2024
Q2 		$74.3M Sell
462,550
-27,310
-6% -$3.83M 1.09% 22
2024
Q1 		$64.9M Sell
489,860
-18,000
-4% -$2.23M 0.99% 27
2023
Q4 		$56.7M Sell
507,860
-30,730
-6% -$2.91M 0.94% 27
2023
Q3 		$44.7M Sell
538,590
-22,440
-4% -$1.95M 0.84% 30
2023
Q2 		$48.7M Buy
561,030
+553,530
+7,380% +$39.5M 0.88% 25
2023
Q1 		$481K Buy
7,500
+950
+15% +$57.2K 0.02% 220
2022
Q4 		$366K Sell
6,550
-150
-2% -$7.52K 0.01% 251
2022
Q3 		$297K Sell
6,700
-280
-4% -$14.3K 0.02% 244
2022
Q2 		$339K Buy
6,980
+520
+8% +$29.2K 0.02% 238
2022
Q1 		$407K Buy
+6,460
New +$384K 0.02% 234

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T 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 $1.56T 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