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Shorepoint Capital Partners’s Broadcom AVGO Stock Holding History

Shorepoint Capital 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
2025
Q3 		$30.3M Buy
+91,971
New +$28.2M 6.04% 2
2025
Q1 		$18M Sell
107,675
-10,697
-9% -$2.26M 4.08% 2
2024
Q4 		$27.4M Sell
118,372
-7,044
-6% -$1.3M 6.27% 2
2024
Q3 		$21.6M Sell
125,416
-8,144
-6% -$1.31M 4.93% 2
2024
Q2 		$21.4M Sell
133,560
-5,210
-4% -$730K 5.03% 2
2024
Q1 		$18.4M Sell
138,770
-9,960
-7% -$1.23M 4.5% 2
2023
Q4 		$16.6M Buy
+148,730
New +$14.1M 4.45% 2
2023
Q3 		– Sell
-194,810
Closed -$16.9M – 2
2023
Q2 		$16.9M Sell
194,810
-9,630
-5% -$687K 4.76% 1
2023
Q1 		$13.1M Buy
204,440
+1,450
+0.7% +$87.2K 3.75% 2
2022
Q4 		$11.3M Buy
202,990
+103,290
+104% +$5.18M 3.15% 2
2022
Q3 		$4.43M Buy
99,700
+2,230
+2% +$114K 2.11% 14
2022
Q2 		$4.74M Sell
97,470
-210
-0.2% -$11.8K 2% 14
2022
Q1 		$6.15M Sell
97,680
-8,300
-8% -$493K 2.57% 9
2021
Q4 		$7.05M Sell
105,980
-11,470
-10% -$645K 2.86% 7
2021
Q3 		$5.7M Buy
+117,450
New +$5.71M 2.56% 11
2021
Q1 		$4.95M Sell
106,740
-2,330
-2% -$108K 2.65% 8
2020
Q4 		$4.78M Sell
109,070
-1,450
-1% -$56.5K 2.65% 9
2020
Q3 		$4.03M Sell
110,520
-1,970
-2% -$66K 2.5% 10
2020
Q2 		$3.55M Buy
112,490
+2,590
+2% +$72.5K 2.31% 10
2020
Q1 		$2.61M Buy
109,900
+1,380
+1% +$38.9K 2.09% 13
2019
Q4 		$3.43M Sell
108,520
-3,360
-3% -$102K 1.96% 16
2019
Q3 		$3.09M Buy
111,880
+1,090
+1% +$31K 1.82% 19
2019
Q2 		$3.19M Sell
110,790
-2,580
-2% -$75.2K 1.82% 13
2019
Q1 		$3.41M Buy
+113,370
New +$3.07M 1.93% 10

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

Shorepoint Capital Partners's AVGO Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Broadcom (AVGO) in Q3 2025: 91,971 shares worth $30.3M. The stake represents 6.04% of the portfolio and ranks #2 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in AVGO as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in AVGO in Q1 2019 and has held it in 24 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Shorepoint Capital Partners held 91,971 shares of Broadcom worth $30.3M as of Q3 2025.
  • Broadcom was a new Shorepoint Capital Partners position in Q3 2025.
  • Broadcom made up 6.04% of Shorepoint Capital Partners's portfolio in Q3 2025, its #2 holding.
  • Shorepoint Capital Partners first reported a position in Broadcom in Q1 2019 and has held it in 24 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.