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Principia Wealth Advisory’s Broadcom AVGO Stock Holding History

Principia Wealth Advisory’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 		$91.4K Buy
264
+33
+14% +$11.8K 0.06% 115
2025
Q3 		$76.2K Buy
231
+23
+11% +$7.06K 0.05% 103
2025
Q2 		$57.4K Buy
208
+89
+75% +$19.3K 0.05% 106
2025
Q1 		$22K Buy
119
+8
+7% +$1.69K 0.02% 105
2024
Q4 		$25.7K Buy
+111
New +$20.5K 0.02% 105

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principia Wealth Advisory's AVGO Position: Q4 2025 in Review

Principia Wealth Advisory increased its Broadcom (AVGO) stake by 14% in Q4 2025, buying an estimated $11.8K and bringing the position to 264 shares worth $91.4K. The position accounts for 0.06% of the portfolio, ranked #115.

Principia Wealth Advisory first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. 4,720 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • Principia Wealth Advisory held 264 shares of Broadcom worth $91.4K as of Q4 2025.
  • Principia Wealth Advisory bought 33 Broadcom shares in Q4 2025, an estimated $11.8K.
  • Broadcom made up 0.06% of Principia Wealth Advisory's portfolio in Q4 2025, its #115 holding.
  • Principia Wealth Advisory first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • 4,720 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.