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Sonora Investment Management Group’s Broadcom AVGO Stock Holding History

Sonora Investment Management Group’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 		$41.1M Sell
124,552
-2,025
-2% -$621K 2.91% 5
2025
Q2 		$34.9M Buy
126,577
+1,423
+1% +$309K 2.59% 5
2025
Q1 		$21M Buy
125,154
+2,457
+2% +$520K 1.66% 16
2024
Q4 		$28.4M Buy
122,697
+671
+0.5% +$124K 2.18% 7
2024
Q3 		$21M Buy
122,026
+4,576
+4% +$734K 1.56% 19
2024
Q2 		$15.6M Hold
117,450
– – 1.22% 25
2024
Q1 		$15.6M Buy
117,450
+590
+0.5% +$73.1K 1.22% 25
2023
Q4 		$13M Sell
116,860
-41,030
-26% -$3.89M 1.06% 32
2023
Q3 		$13.1M Buy
157,890
+350
+0.2% +$30.3K 1.12% 28
2023
Q2 		$13.7M Buy
157,540
+6,960
+5% +$496K 1.14% 29
2023
Q1 		$9.66M Buy
150,580
+11,500
+8% +$692K 0.84% 41
2022
Q4 		$7.78M Buy
139,080
+49,050
+54% +$2.46M 0.71% 55
2022
Q3 		$4.37M Hold
90,030
– – 0.56% 65
2022
Q2 		$4.37M Buy
90,030
+55,270
+159% +$3.1M 0.41% 86
2022
Q1 		$2.19M Buy
34,760
+2,290
+7% +$136K 0.25% 83
2021
Q4 		$2.16M Buy
+32,470
New +$1.83M 0.25% 83

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

Sonora Investment Management Group's AVGO Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Broadcom (AVGO) stake by 1.6% in Q3 2025, selling an estimated $621K and leaving 124,552 shares worth $41.1M. The position accounts for 2.91% of the portfolio, ranked #5.

Sonora Investment Management Group first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Sonora Investment Management Group held 124,552 shares of Broadcom worth $41.1M as of Q3 2025.
  • Sonora Investment Management Group sold 2,025 Broadcom shares in Q3 2025, an estimated $621K.
  • Broadcom made up 2.91% of Sonora Investment Management Group's portfolio in Q3 2025, its #5 holding.
  • Sonora Investment Management Group first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
  • 4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.