Novus Advisors’s Broadcom AVGO Stock Holding History

Novus 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	–	Sell	-1,900	Closed	-$318K	–	81
2025 Q1	$318K	Buy	1,900 +100	+6%	+$21.2K	0.32%	81
2024 Q4	$417K	Buy	+1,800	New	+$333K	0.42%	66

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

Novus Advisors's AVGO Position: Q2 2025 in Review

Novus Advisors sold out of Broadcom (AVGO) in Q2 2025, closing a stake of 1,900 shares — an estimated $318K sold.

Novus Advisors first reported a position in AVGO in Q4 2024 and held it in 2 quarters. The position peaked at $417K in Q4 2024. 4,084 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

Novus Advisors reported no remaining Broadcom position as of Q2 2025 after selling out during the quarter.
Novus Advisors sold 1,900 Broadcom shares in Q2 2025, an estimated $318K.
Novus Advisors first reported a position in Broadcom in Q4 2024 and held it in 2 quarters.
Novus Advisors's Broadcom position peaked at $417K in Q4 2024.
4,084 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Novus Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.