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Palo Alto Wealth Advisors’s Broadcom AVGO Stock Holding History

Palo Alto Wealth 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 		$1.88M Buy
5,331
+2,494
+88% +$765K 0.55% 19
2025
Q2 		$782K Buy
2,837
+24
+0.9% +$5.21K 0.3% 26
2025
Q1 		$654K Buy
2,813
+133
+5% +$28.1K 0.26% 26
2024
Q4 		$621K Buy
2,680
+241
+10% +$44.6K 0.22% 26
2024
Q3 		$439K Buy
+2,439
New +$391K 0.18% 33

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

Palo Alto Wealth Advisors's AVGO Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Broadcom (AVGO) stake by 88% in Q3 2025, buying an estimated $765K and bringing the position to 5,331 shares worth $1.88M. The position accounts for 0.55% of the portfolio, ranked #19.

Palo Alto Wealth Advisors first reported a position in AVGO in Q3 2024 and has held it in 5 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Palo Alto Wealth Advisors held 5,331 shares of Broadcom worth $1.88M as of Q3 2025.
  • Palo Alto Wealth Advisors bought 2,494 Broadcom shares in Q3 2025, an estimated $765K.
  • Broadcom made up 0.55% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #19 holding.
  • Palo Alto Wealth Advisors first reported a position in Broadcom in Q3 2024 and has held it in 5 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.