OPS
AVGO icon

Orion Portfolio Solutions’s Broadcom AVGO Stock Holding History

Orion Portfolio Solutions’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
Q1 		$39.2M Buy
233,980
+23,123
+11% +$4.89M 0.38% 39
2024
Q4 		$48.9M Buy
210,857
+14,825
+8% +$2.74M 0.49% 34
2024
Q3 		$33.8M Buy
196,032
+20,042
+11% +$3.21M 0.34% 49
2024
Q2 		$28.3M Buy
175,990
+430
+0.2% +$60.3K 0.3% 57
2024
Q1 		$23.3M Buy
175,560
+2,790
+2% +$346K 0.25% 75
2023
Q4 		$18.6M Buy
172,770
+6,460
+4% +$612K 0.22% 95
2023
Q3 		$13.8M Sell
166,310
-44,420
-21% -$3.85M 0.17% 128
2023
Q2 		$18.3M Sell
210,730
-112,840
-35% -$8.05M 0.19% 96
2023
Q1 		$20.8M Buy
323,570
+274,290
+557% +$16.5M 0.26% 75
2022
Q4 		$2.76M Buy
49,280
+12,620
+34% +$633K 0.1% 148
2022
Q3 		$1.63M Buy
36,660
+11,470
+46% +$586K 0.06% 185
2022
Q2 		$1.22M Buy
25,190
+2,290
+10% +$129K 0.05% 221
2022
Q1 		$1.44M Buy
22,900
+210
+0.9% +$12.5K 0.05% 212
2021
Q4 		$1.51M Buy
22,690
+4,060
+22% +$228K 0.05% 212
2021
Q3 		$904K Buy
18,630
+3,870
+26% +$188K 0.03% 269
2021
Q2 		$704K Sell
14,760
-430
-3% -$19.9K 0.03% 289
2021
Q1 		$704K Buy
15,190
+2,090
+16% +$96.6K 0.03% 254
2020
Q4 		$574K Buy
13,100
+20
+0.2% +$780 0.03% 279
2020
Q3 		$477K Buy
13,080
+1,600
+14% +$53.6K 0.02% 276
2020
Q2 		$362K Buy
11,480
+2,580
+29% +$72.2K 0.02% 286
2020
Q1 		$211K Sell
8,900
-28,020
-76% -$789K 0.01% 308
2019
Q4 		$1.17M Buy
+36,920
New +$1.12M 0.09% 124

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's AVGO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Broadcom (AVGO) stake by 11% in Q1 2025, buying an estimated $4.89M and bringing the position to 233,980 shares worth $39.2M. The position accounts for 0.38% of the portfolio, ranked #39.

Orion Portfolio Solutions first reported a position in AVGO in Q4 2019 and has held it in 22 quarters since. The position peaked at $48.9M in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Orion Portfolio Solutions held 233,980 shares of Broadcom worth $39.2M as of Q1 2025.
  • Orion Portfolio Solutions bought 23,123 Broadcom shares in Q1 2025, an estimated $4.89M.
  • Broadcom made up 0.38% of Orion Portfolio Solutions's portfolio in Q1 2025, its #39 holding.
  • Orion Portfolio Solutions first reported a position in Broadcom in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Broadcom position peaked at $48.9M in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.