NRI Wealth Management’s Broadcom AVGO Stock Holding History

NRI 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 Q4	$272K	Hold	787	–	–	0.14%	27
2025 Q3	$260K	Buy	+787	New	+$241K	0.14%	29

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

NRI Wealth Management's AVGO Position: Q4 2025 in Review

NRI Wealth Management held its Broadcom (AVGO) position steady in Q4 2025 at 787 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #27.

NRI Wealth Management first reported a position in AVGO in Q3 2025 and has held it in 2 quarters since. 4,703 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

NRI Wealth Management held 787 shares of Broadcom worth $272K as of Q4 2025.
NRI Wealth Management left its Broadcom share count unchanged in Q4 2025.
Broadcom made up 0.14% of NRI Wealth Management's portfolio in Q4 2025, its #27 holding.
NRI Wealth Management first reported a position in Broadcom in Q3 2025 and has held it in 2 quarters since.
4,703 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.