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Napa Wealth Management’s Broadcom AVGO Stock Holding History

Napa Wealth 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 		$586K Buy
1,775
+75
+4% +$23K 0.27% 84
2025
Q2 		$469K Buy
+1,700
New +$369K 0.22% 104
2024
Q4 		– Sell
-20,946
Closed -$3.61M – 177
2024
Q3 		$3.61M Buy
+20,946
New +$3.36M 1.71% 7

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

Napa Wealth Management's AVGO Position: Q3 2025 in Review

Napa Wealth Management increased its Broadcom (AVGO) stake by 4.4% in Q3 2025, buying an estimated $23K and bringing the position to 1,775 shares worth $586K. The position accounts for 0.27% of the portfolio, ranked #84.

Napa Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.61M in Q3 2024. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Napa Wealth Management held 1,775 shares of Broadcom worth $586K as of Q3 2025.
  • Napa Wealth Management bought 75 Broadcom shares in Q3 2025, an estimated $23K.
  • Broadcom made up 0.27% of Napa Wealth Management's portfolio in Q3 2025, its #84 holding.
  • Napa Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 3 quarters since.
  • Napa Wealth Management's Broadcom position peaked at $3.61M in Q3 2024.
  • 4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.