STF Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$5.85M Sell
16,898
-25,632
-60% -$9.17M 5.49% 4
2025
Q3
$14M Sell
42,530
-818
-2% -$251K 5.2% 4
2025
Q2
$11.9M Buy
43,348
+1,426
+3% +$310K 4.72% 5
2025
Q1
$7.02M Buy
41,922
+6,951
+20% +$1.47M 3.37% 5
2024
Q4
$8.11M Sell
34,971
-32,447
-48% -$6M 3.64% 6
2024
Q3
$11.6M Sell
67,418
-6,742
-9% -$1.08M 5.29% 4
2024
Q2
$11.9M Sell
74,160
-3,610
-5% -$506K 5.02% 5
2024
Q1
$10.3M Sell
77,770
-2,390
-3% -$296K 4.47% 6
2023
Q4
$8.95M Buy
80,160
+12,680
+19% +$1.2M 4.21% 4
2023
Q3
$5.6M Buy
67,480
+41,270
+157% +$3.58M 2.98% 9
2023
Q2
$2.27M Sell
26,210
-21,180
-45% -$1.51M 2.45% 9
2023
Q1
$3.04M Buy
47,390
+20,370
+75% +$1.23M 2.05% 9
2022
Q4
$1.51M Buy
+27,020
New +$1.35M 2.17% 10

Other funds holding AVGO

STF Management's AVGO Position: Q4 2025 in Review

STF Management reduced its Broadcom (AVGO) stake by 60% in Q4 2025, selling an estimated $9.17M and leaving 16,898 shares worth $5.85M. The position accounts for 5.49% of the portfolio, ranked #4.

STF Management first reported a position in AVGO in Q4 2022 and has held it in 13 quarters since. The position peaked at $14M in Q3 2025. 4,701 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • STF Management held 16,898 shares of Broadcom worth $5.85M as of Q4 2025.
  • STF Management sold 25,632 Broadcom shares in Q4 2025, an estimated $9.17M.
  • Broadcom made up 5.49% of STF Management's portfolio in Q4 2025, its #4 holding.
  • STF Management first reported a position in Broadcom in Q4 2022 and has held it in 13 quarters since.
  • STF Management's Broadcom position peaked at $14M in Q3 2025.
  • 4,701 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on STF Management's 13F filing for Q4 2025, filed 5 Feb 2026.