Roberts Capital Advisors’s Broadcom AVGO Stock Holding History

Roberts Capital 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 Q4	–	Sell	-5,954	Closed	-$1.96M	–	10
2025 Q3	$1.96M	Sell	5,954 -12,201	-67%	-$3.74M	2.19%	10
2025 Q2	$5M	Buy	18,155 +4,165	+30%	+$904K	3.7%	6
2025 Q1	$2.34M	Hold	13,990	–	–	2.05%	11
2024 Q4	$3.24M	Hold	13,990	–	–	2.72%	9
2024 Q3	$2.41M	Hold	13,990	–	–	2.06%	10
2024 Q2	$1.85M	Hold	13,990	–	–	1.78%	9
2024 Q1	$1.85M	Buy	+13,990	New	+$1.73M	1.78%	9
2022 Q3	$666K	Hold	15,000	–	–	0.96%	26
2022 Q2	$729K	Hold	15,000	–	–	1%	28
2022 Q1	$945K	Hold	15,000	–	–	0.97%	22
2021 Q4	$998K	Buy	+15,000	New	+$843K	0.93%	29

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Roberts Capital Advisors's AVGO Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Broadcom (AVGO) in Q4 2025, closing a stake of 5,954 shares — an estimated $1.96M sold.

Roberts Capital Advisors first reported a position in AVGO in Q4 2021 and held it in 11 quarters. The position peaked at $5M in Q2 2025. 4,702 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Roberts Capital Advisors reported no remaining Broadcom position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 5,954 Broadcom shares in Q4 2025, an estimated $1.96M.
Roberts Capital Advisors first reported a position in Broadcom in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's Broadcom position peaked at $5M in Q2 2025.
4,702 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.