Morningstar Investment Services’s Broadcom AVGO Stock Holding History

Morningstar Investment Services’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	–	Sell	-968	Closed	-$225K	–	137
2024 Q4	$225K	Sell	968 -22,835	-96%	-$4.22M	0.02%	142
2024 Q3	$4.11M	Buy	23,803 +2,453	+11%	+$393K	0.04%	147
2024 Q2	$3.39M	Buy	21,350 +3,140	+17%	+$440K	0.04%	146
2024 Q1	$2.4M	Sell	18,210 -10,030	-36%	-$1.24M	0.03%	154
2023 Q4	$3.17M	Buy	28,240 +16,990	+151%	+$1.61M	0.02%	169
2023 Q3	$936K	Buy	11,250 +3,700	+49%	+$321K	0.01%	181
2023 Q2	$649K	Buy	7,550 +2,520	+50%	+$180K	0.01%	184
2023 Q1	$318K	Buy	+5,030	New	+$303K	﹤0.01%	204

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services's AVGO Position: Q1 2025 in Review

Morningstar Investment Services sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 968 shares — an estimated $225K sold.

Morningstar Investment Services first reported a position in AVGO in Q1 2023 and held it in 8 quarters. The position peaked at $4.11M in Q3 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Morningstar Investment Services reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
Morningstar Investment Services sold 968 Broadcom shares in Q1 2025, an estimated $225K.
Morningstar Investment Services first reported a position in Broadcom in Q1 2023 and held it in 8 quarters.
Morningstar Investment Services's Broadcom position peaked at $4.11M in Q3 2024.
3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.