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Montag & Caldwell’s Broadcom AVGO Stock Holding History

Montag & Caldwell’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
Q2 		$411K Hold
1,490
– – 0.09% 77
2025
Q1 		$249K Hold
1,490
– – 0.06% 85
2024
Q4 		$345K Hold
1,490
– – 0.07% 83
2024
Q3 		$257K Hold
1,490
– – 0.05% 84
2024
Q2 		$239K Buy
+1,490
New +$209K 0.05% 83

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

Montag & Caldwell's AVGO Position: Q2 2025 in Review

Montag & Caldwell held its Broadcom (AVGO) position steady in Q2 2025 at 1,490 shares worth $411K. The position accounts for 0.09% of the portfolio, ranked #77.

Montag & Caldwell first reported a position in AVGO in Q2 2024 and has held it in 5 quarters since. 4,084 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Montag & Caldwell held 1,490 shares of Broadcom worth $411K as of Q2 2025.
  • Montag & Caldwell left its Broadcom share count unchanged in Q2 2025.
  • Broadcom made up 0.09% of Montag & Caldwell's portfolio in Q2 2025, its #77 holding.
  • Montag & Caldwell first reported a position in Broadcom in Q2 2024 and has held it in 5 quarters since.
  • 4,084 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.