Running Point Capital Advisors’s Broadcom AVGO Stock Holding History

Running Point 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	$1.68M	Sell	4,863 -347	-7%	-$124K	0.46%	45
2025 Q3	$1.72M	Buy	5,210 +602	+13%	+$185K	0.46%	42
2025 Q2	$1.27M	Sell	4,608 -143	-3%	-$31.1K	0.35%	53
2025 Q1	$795K	Buy	4,751 +1,948	+69%	+$412K	0.25%	59
2024 Q4	$650K	Buy	+2,803	New	+$518K	0.22%	55
2024 Q1	–	Sell	-2,070	Closed	-$231K	–	144
2023 Q4	$231K	Buy	+2,070	New	+$196K	0.11%	93

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

Running Point Capital Advisors's AVGO Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Broadcom (AVGO) stake by 6.7% in Q4 2025, selling an estimated $124K and leaving 4,863 shares worth $1.68M. The position accounts for 0.46% of the portfolio, ranked #45.

Running Point Capital Advisors first reported a position in AVGO in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.72M in Q3 2025. 4,703 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Running Point Capital Advisors held 4,863 shares of Broadcom worth $1.68M as of Q4 2025.
Running Point Capital Advisors sold 347 Broadcom shares in Q4 2025, an estimated $124K.
Broadcom made up 0.46% of Running Point Capital Advisors's portfolio in Q4 2025, its #45 holding.
Running Point Capital Advisors first reported a position in Broadcom in Q4 2023 and has held it in 6 quarters since.
Running Point Capital Advisors's Broadcom position peaked at $1.72M in Q3 2025.
4,703 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.