Nicolet Advisory Services’s Broadcom AVGO Stock Holding History

Nicolet Advisory 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 Q4	$5.65M	Buy	16,047 +2,815	+21%	+$1.01M	0.38%	40
2025 Q3	$4.45M	Buy	13,232 +250	+2%	+$76.7K	0.35%	44
2025 Q2	$3.75M	Buy	12,982 +1,125	+9%	+$244K	0.32%	49
2025 Q1	$2.04M	Buy	11,857 +1,868	+19%	+$395K	0.2%	62
2024 Q4	$2.24M	Buy	9,989 +902	+10%	+$167K	0.21%	60
2024 Q3	$1.56M	Buy	9,087 +1,697	+23%	+$272K	0.15%	72
2024 Q2	$1.29M	Buy	7,390 +470	+7%	+$65.9K	0.12%	81
2024 Q1	$923K	Buy	6,920 +2,070	+43%	+$256K	0.09%	106
2023 Q4	$509K	Buy	4,850 +150	+3%	+$14.2K	0.05%	160
2023 Q3	$387K	Buy	4,700 +520	+12%	+$45.1K	0.04%	186
2023 Q2	$354K	Sell	4,180 -400	-9%	-$28.5K	0.04%	199
2023 Q1	$285K	Sell	4,580 -1,310	-22%	-$78.8K	0.03%	216
2022 Q4	$341K	Buy	+5,890	New	+$295K	0.05%	165

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nicolet Advisory Services's AVGO Position: Q4 2025 in Review

Nicolet Advisory Services increased its Broadcom (AVGO) stake by 21% in Q4 2025, buying an estimated $1.01M and bringing the position to 16,047 shares worth $5.65M. The position accounts for 0.38% of the portfolio, ranked #40.

Nicolet Advisory Services first reported a position in AVGO in Q4 2022 and has held it in 13 quarters since. 4,703 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Nicolet Advisory Services held 16,047 shares of Broadcom worth $5.65M as of Q4 2025.
Nicolet Advisory Services bought 2,815 Broadcom shares in Q4 2025, an estimated $1.01M.
Broadcom made up 0.38% of Nicolet Advisory Services's portfolio in Q4 2025, its #40 holding.
Nicolet Advisory Services first reported a position in Broadcom in Q4 2022 and has held it in 13 quarters since.
4,703 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.