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Moser Wealth Advisors’s Broadcom AVGO Stock Holding History

Moser Wealth Advisors’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 		$132K Buy
478
+108
+29% +$23.5K 0.06% 86
2025
Q1 		$61.9K Hold
370
– – 0.03% 100
2024
Q4 		$85.8K Hold
370
– – 0.04% 85
2024
Q3 		$63.8K Buy
370
+50
+16% +$8.02K 0.03% 92
2024
Q2 		$51.4K Buy
320
+270
+540% +$37.8K 0.03% 95
2024
Q1 		$6.63K Buy
+50
New +$6.2K ﹤0.01% 127

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

Moser Wealth Advisors's AVGO Position: Q2 2025 in Review

Moser Wealth Advisors increased its Broadcom (AVGO) stake by 29% in Q2 2025, buying an estimated $23.5K and bringing the position to 478 shares worth $132K. The position accounts for 0.06% of the portfolio, ranked #86.

Moser Wealth Advisors first reported a position in AVGO in Q1 2024 and has held it in 6 quarters since. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Moser Wealth Advisors held 478 shares of Broadcom worth $132K as of Q2 2025.
  • Moser Wealth Advisors bought 108 Broadcom shares in Q2 2025, an estimated $23.5K.
  • Broadcom made up 0.06% of Moser Wealth Advisors's portfolio in Q2 2025, its #86 holding.
  • Moser Wealth Advisors first reported a position in Broadcom in Q1 2024 and has held it in 6 quarters since.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.