O'Brien Wealth Partners’s Broadcom AVGO Stock Holding History

O'Brien Wealth Partners’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	$50.9K	Sell	147 -1	-0.7%	-$358	0.01%	95
2025 Q3	$48.8K	Buy	148 +36	+32%	+$11K	0.01%	82
2025 Q2	$30.9K	Sell	112 -96	-46%	-$20.8K	﹤0.01%	71
2025 Q1	$34.8K	Buy	208 +178	+593%	+$37.7K	0.01%	64
2024 Q4	$7K	Hold	30	–	–	﹤0.01%	65
2024 Q3	$5.19K	Sell	30 -20	-40%	-$3.21K	﹤0.01%	65
2024 Q2	$8.04K	Hold	50	–	–	﹤0.01%	56
2024 Q1	$6.63K	Sell	50 -40	-44%	-$4.96K	﹤0.01%	60
2023 Q4	$10K	Buy	90 +40	+80%	+$3.79K	﹤0.01%	60
2023 Q3	$4.15K	Hold	50	–	–	﹤0.01%	55
2023 Q2	$4.34K	Buy	+50	New	+$3.57K	﹤0.01%	56
2018 Q4	–	Sell	-230	Closed	-$6K	–	56
2018 Q3	$6K	Buy	+230	New	+$5.16K	﹤0.01%	145

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

O'Brien Wealth Partners's AVGO Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Broadcom (AVGO) stake by 0.68% in Q4 2025, selling an estimated $358 and leaving 147 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #95.

O'Brien Wealth Partners first reported a position in AVGO in Q3 2018 and has held it in 12 quarters since. 4,720 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

O'Brien Wealth Partners held 147 shares of Broadcom worth $50.9K as of Q4 2025.
O'Brien Wealth Partners sold 1 Broadcom share in Q4 2025, an estimated $358.
Broadcom made up 0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #95 holding.
O'Brien Wealth Partners first reported a position in Broadcom in Q3 2018 and has held it in 12 quarters since.
4,720 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.