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Optimum Investment Advisors’s Broadcom AVGO Stock Holding History

Optimum Investment 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
Q3 		$4.53M Hold
13,743
– – 1.8% 9
2025
Q2 		$3.79M Sell
13,743
-44
-0.3% -$9.55K 1.65% 11
2025
Q1 		$2.31M Buy
13,787
+268
+2% +$56.7K 1.09% 17
2024
Q4 		$3.13M Buy
13,519
+375
+3% +$69.4K 1.38% 12
2024
Q3 		$2.27M Sell
13,144
-946
-7% -$152K 0.98% 18
2024
Q2 		$2.26M Buy
14,090
+80
+0.6% +$11.2K 1.02% 15
2024
Q1 		$1.86M Hold
14,010
– – 0.85% 18
2023
Q4 		$1.56M Sell
14,010
-1,230
-8% -$116K 0.79% 21
2023
Q3 		$1.27M Hold
15,240
– – 0.65% 28
2023
Q2 		$1.32M Buy
15,240
+950
+7% +$67.8K 0.65% 26
2023
Q1 		$917K Buy
14,290
+600
+4% +$36.1K 0.48% 50
2022
Q4 		$765K Sell
13,690
-7,800
-36% -$391K 0.41% 62
2022
Q3 		$954K Buy
21,490
+10
+0% +$511 0.51% 46
2022
Q2 		$1.04M Hold
21,480
– – 0.52% 46
2022
Q1 		$1.35M Sell
21,480
-1,750
-8% -$104K 0.57% 39
2021
Q4 		$1.55M Sell
23,230
-2,500
-10% -$141K 0.6% 33
2021
Q3 		$1.25M Sell
25,730
-26,650
-51% -$1.3M 0.53% 39
2021
Q2 		$2.5M Sell
52,380
-19,110
-27% -$885K 0.78% 28
2021
Q1 		$3.31M Sell
71,490
-1,340
-2% -$62K 0.97% 17
2020
Q4 		$3.19M Buy
72,830
+4,760
+7% +$186K 0.97% 18
2020
Q3 		$2.48M Buy
68,070
+2,500
+4% +$83.7K 0.83% 24
2020
Q2 		$2.07M Buy
65,570
+9,010
+16% +$252K 0.72% 26
2020
Q1 		$1.34M Sell
56,560
-4,100
-7% -$116K 0.55% 40
2019
Q4 		$1.92M Buy
60,660
+2,110
+4% +$64.1K 0.57% 37
2019
Q3 		$1.62M Sell
58,550
-4,950
-8% -$141K 0.51% 43
2019
Q2 		$1.83M Hold
63,500
– – 0.59% 34
2019
Q1 		$1.91M Buy
63,500
+36,350
+134% +$985K 0.63% 29
2018
Q4 		$690K Hold
27,150
– – 0.24% 108
2018
Q3 		$670K Buy
27,150
+400
+1% +$8.97K 0.19% 131
2018
Q2 		$649K Buy
26,750
+1,000
+4% +$24.5K 0.19% 133
2018
Q1 		$607K Buy
25,750
+1,000
+4% +$25.2K 0.18% 141
2017
Q4 		$636K Buy
24,750
+750
+3% +$19.5K 0.2% 141
2017
Q3 		$582K Buy
24,000
+500
+2% +$12.4K 0.19% 145
2017
Q2 		$548K Sell
23,500
-3,800
-14% -$88.2K 0.19% 154
2017
Q1 		$598K Sell
27,300
-20
-0.1% -$412 0.21% 140
2016
Q4 		$483K Buy
27,320
+1,500
+6% +$26K 0.18% 147
2016
Q3 		$445K Hold
25,820
– – 0.17% 172
2016
Q2 		$401K Sell
25,820
-2,600
-9% -$39.6K 0.16% 178
2016
Q1 		$439K Buy
+28,420
New +$384K 0.17% 158
2015
Q4 		– Sell
-32,400
Closed -$405K – 277
2015
Q3 		$405K Buy
+32,400
New +$409K 0.16% 167
2015
Q1 		$427K Hold
33,650
– – 0.14% 174
2014
Q4 		$338K Buy
33,650
+29,650
+741% +$265K 0.11% 193
2014
Q3 		$35K Hold
4,000
– – 0.01% 537
2014
Q2 		$29K Buy
+4,000
New +$26.8K 0.01% 589

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optimum Investment Advisors's AVGO Position: Q3 2025 in Review

Optimum Investment Advisors held its Broadcom (AVGO) position steady in Q3 2025 at 13,743 shares worth $4.53M. The position accounts for 1.8% of the portfolio, ranked #9.

Optimum Investment Advisors first reported a position in AVGO in Q2 2014 and has held it in 44 quarters since. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Optimum Investment Advisors held 13,743 shares of Broadcom worth $4.53M as of Q3 2025.
  • Optimum Investment Advisors left its Broadcom share count unchanged in Q3 2025.
  • Broadcom made up 1.8% of Optimum Investment Advisors's portfolio in Q3 2025, its #9 holding.
  • Optimum Investment Advisors first reported a position in Broadcom in Q2 2014 and has held it in 44 quarters since.
  • 4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.