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Prosperity Wealth Management’s Broadcom AVGO Stock Holding History

Prosperity Wealth Management’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 		$1.77M Sell
5,118
-114
-2% -$40.8K 0.59% 31
2025
Q3 		$1.73M Buy
5,232
+340
+7% +$104K 0.59% 34
2025
Q2 		$1.35M Buy
4,892
+2,210
+82% +$480K 0.5% 37
2025
Q1 		$449K Buy
2,682
+138
+5% +$29.2K 0.21% 109
2024
Q4 		$590K Buy
2,544
+147
+6% +$27.2K 0.24% 77
2024
Q3 		$413K Buy
+2,397
New +$384K 0.17% 102
2024
Q1 		– Sell
-2,730
Closed -$305K – 170
2023
Q4 		$305K Buy
+2,730
New +$258K 0.2% 84

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

Prosperity Wealth Management's AVGO Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Broadcom (AVGO) stake by 2.2% in Q4 2025, selling an estimated $40.8K and leaving 5,118 shares worth $1.77M. The position accounts for 0.59% of the portfolio, ranked #31.

Prosperity Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 7 quarters since. 4,701 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • Prosperity Wealth Management held 5,118 shares of Broadcom worth $1.77M as of Q4 2025.
  • Prosperity Wealth Management sold 114 Broadcom shares in Q4 2025, an estimated $40.8K.
  • Broadcom made up 0.59% of Prosperity Wealth Management's portfolio in Q4 2025, its #31 holding.
  • Prosperity Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 7 quarters since.
  • 4,701 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.