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Moloney Securities Asset Management’s Broadcom AVGO Stock Holding History

Moloney Securities Asset 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 		$2.69M Sell
8,162
-454
-5% -$139K 0.32% 74
2025
Q2 		$2.38M Buy
8,616
+1,567
+22% +$340K 0.29% 73
2025
Q1 		$1.18M Sell
7,049
-884
-11% -$187K 0.16% 158
2024
Q4 		$1.84M Sell
7,933
-2,344
-23% -$434K 0.25% 104
2024
Q3 		$1.77M Buy
10,277
+157
+2% +$25.2K 0.24% 103
2024
Q2 		$1.63M Buy
10,120
+720
+8% +$101K 0.23% 100
2024
Q1 		$1.25M Buy
9,400
+190
+2% +$23.5K 0.19% 136
2023
Q4 		$1.03M Buy
9,210
+400
+5% +$37.9K 0.16% 151
2023
Q3 		$732K Sell
8,810
-490
-5% -$42.5K 0.13% 188
2023
Q2 		$807K Buy
9,300
+3,630
+64% +$259K 0.14% 169
2023
Q1 		$364K Buy
5,670
+1,410
+33% +$84.8K 0.07% 281
2022
Q4 		$238K Buy
+4,260
New +$214K 0.05% 330
2022
Q2 		– Sell
-3,730
Closed -$235K – 377
2022
Q1 		$235K Sell
3,730
-440
-11% -$26.1K 0.05% 355
2021
Q4 		$277K Buy
+4,170
New +$234K 0.05% 339

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

Moloney Securities Asset Management's AVGO Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Broadcom (AVGO) stake by 5.3% in Q3 2025, selling an estimated $139K and leaving 8,162 shares worth $2.69M. The position accounts for 0.32% of the portfolio, ranked #74.

Moloney Securities Asset Management first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Moloney Securities Asset Management held 8,162 shares of Broadcom worth $2.69M as of Q3 2025.
  • Moloney Securities Asset Management sold 454 Broadcom shares in Q3 2025, an estimated $139K.
  • Broadcom made up 0.32% of Moloney Securities Asset Management's portfolio in Q3 2025, its #74 holding.
  • Moloney Securities Asset Management first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.