O'Neil Global Advisors’s Broadcom AVGO Stock Holding History

O'Neil Global 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 Q4	–	Sell	-17,221	Closed	-$5.68M	–	49
2025 Q3	$5.68M	Sell	17,221 -19,887	-54%	-$6.1M	1.05%	16
2025 Q2	$10.2M	Buy	+37,108	New	+$8.06M	2.35%	13
2025 Q1	–	Sell	-173,947	Closed	-$40.3M	–	25
2024 Q4	$40.3M	Buy	173,947 +139,398	+403%	+$25.8M	11.78%	4
2024 Q3	$5.96M	Buy	+34,549	New	+$5.54M	1.52%	12
2023 Q3	–	Sell	-50,030	Closed	-$4.34M	–	57
2023 Q2	$4.34M	Buy	+50,030	New	+$3.57M	0.9%	19

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

O'Neil Global Advisors's AVGO Position: Q4 2025 in Review

O'Neil Global Advisors sold out of Broadcom (AVGO) in Q4 2025, closing a stake of 17,221 shares — an estimated $5.68M sold.

O'Neil Global Advisors first reported a position in AVGO in Q2 2023 and held it in 5 quarters. The position peaked at $40.3M in Q4 2024. 4,704 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

O'Neil Global Advisors reported no remaining Broadcom position as of Q4 2025 after selling out during the quarter.
O'Neil Global Advisors sold 17,221 Broadcom shares in Q4 2025, an estimated $5.68M.
O'Neil Global Advisors first reported a position in Broadcom in Q2 2023 and held it in 5 quarters.
O'Neil Global Advisors's Broadcom position peaked at $40.3M in Q4 2024.
4,704 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on O'Neil Global Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.