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Monterey Private Wealth’s Broadcom AVGO Stock Holding History

Monterey Private Wealth’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
Q1 		$465K Buy
2,780
+48
+2% +$10.2K 0.14% 71
2024
Q4 		$633K Buy
2,732
+353
+15% +$65.3K 0.21% 50
2024
Q3 		$410K Buy
2,379
+89
+4% +$14.3K 0.14% 66
2024
Q2 		$368K Buy
+2,290
New +$321K 0.14% 69

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monterey Private Wealth's AVGO Position: Q1 2025 in Review

Monterey Private Wealth increased its Broadcom (AVGO) stake by 1.8% in Q1 2025, buying an estimated $10.2K and bringing the position to 2,780 shares worth $465K. The position accounts for 0.14% of the portfolio, ranked #71.

Monterey Private Wealth first reported a position in AVGO in Q2 2024 and has held it in 4 quarters since. The position peaked at $633K in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Monterey Private Wealth held 2,780 shares of Broadcom worth $465K as of Q1 2025.
  • Monterey Private Wealth bought 48 Broadcom shares in Q1 2025, an estimated $10.2K.
  • Broadcom made up 0.14% of Monterey Private Wealth's portfolio in Q1 2025, its #71 holding.
  • Monterey Private Wealth first reported a position in Broadcom in Q2 2024 and has held it in 4 quarters since.
  • Monterey Private Wealth's Broadcom position peaked at $633K in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.