RWA Wealth Partners’s Broadcom AVGO Stock Holding History

RWA Wealth Partners’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
2026 Q1	$71.8M	Sell	232,119 -25,946	-10%	-$8.54M	0.79%	19
2025 Q4	$89.3M	Buy	258,065 +2,399	+0.9%	+$858K	0.98%	17
2025 Q3	$84.3M	Buy	255,666 +19,853	+8%	+$6.09M	0.96%	16
2025 Q2	$65M	Sell	235,813 -15,951	-6%	-$3.46M	0.81%	16
2025 Q1	$42.2M	Sell	251,764 -6,360	-2%	-$1.35M	0.53%	30
2024 Q4	$59.8M	Buy	258,124 +9,442	+4%	+$1.75M	0.74%	19
2024 Q3	$42.9M	Buy	248,682 +6,292	+3%	+$1.01M	0.54%	29
2024 Q2	$38.9M	Buy	242,390 +26,440	+12%	+$3.71M	0.51%	29
2024 Q1	$28.6M	Sell	215,950 -142,760	-40%	-$17.7M	0.39%	40
2023 Q4	$40M	Buy	358,710 +276,320	+335%	+$26.2M	0.57%	28
2023 Q3	$6.84M	Buy	82,390 +4,130	+5%	+$358K	0.15%	71
2023 Q2	$6.79M	Buy	+78,260	New	+$5.58M	0.15%	66
2018 Q3	–	Sell	-1,210	Closed	-$29K	–	263
2018 Q2	$29K	Buy	1,210 +70	+6%	+$1.72K	﹤0.01%	484
2018 Q1	$27K	Buy	+1,140	New	+$28.7K	﹤0.01%	386

Other funds holding AVGO

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Capital World Investors

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

T. Rowe Price Associates

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