OA
AVGO icon

Operose Advisors’s Broadcom AVGO Stock Holding History

Operose 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
2026
Q1 		$4.81M Buy
15,533
+366
+2% +$120K 1.11% 11
2025
Q4 		$5.25M Buy
15,167
+1,579
+12% +$565K 1.22% 12
2025
Q3 		$4.48M Buy
13,588
+1,324
+11% +$406K 1.12% 13
2025
Q2 		$3.38M Buy
12,264
+129
+1% +$28K 0.95% 14
2025
Q1 		$2.03M Buy
12,135
+139
+1% +$29.4K 0.67% 22
2024
Q4 		$2.78M Buy
11,996
+5,581
+87% +$1.03M 0.95% 15
2024
Q3 		$1.11M Buy
6,415
+85
+1% +$13.6K 0.36% 38
2024
Q2 		$1.02M Sell
6,330
-250
-4% -$35K 0.36% 37
2024
Q1 		$872K Buy
6,580
+5,600
+571% +$694K 0.29% 43
2023
Q4 		$109K Sell
980
-800
-45% -$75.8K 0.04% 149
2023
Q3 		$148K Buy
+1,780
New +$154K 0.06% 166

Other funds holding AVGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return