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Stonegate Investment Group’s Broadcom AVGO Stock Holding History

Stonegate Investment 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 		$54.9M Sell
166,302
-625
-0.4% -$192K 1.27% 29
2025
Q2 		$46M Buy
166,927
+10,811
+7% +$2.35M 1.16% 31
2025
Q1 		$26.1M Sell
156,116
-1,353
-0.9% -$286K 0.7% 35
2024
Q4 		$36.5M Sell
157,469
-1,921
-1% -$355K 0.97% 34
2024
Q3 		$27.5M Buy
159,390
+56,440
+55% +$9.05M 0.72% 36
2024
Q2 		$16.5M Sell
102,950
-4,340
-4% -$608K 0.48% 38
2024
Q1 		$14.2M Sell
107,290
-170
-0.2% -$21.1K 0.45% 38
2023
Q4 		$12M Sell
107,460
-3,770
-3% -$357K 0.4% 41
2023
Q3 		$9.24M Sell
111,230
-8,310
-7% -$720K 0.34% 45
2023
Q2 		$10.4M Sell
119,540
-4,550
-4% -$324K 0.37% 43
2023
Q1 		$7.96M Buy
124,090
+1,660
+1% +$99.9K 0.3% 50
2022
Q4 		$6.85M Sell
122,430
-3,840
-3% -$193K 0.3% 54
2022
Q3 		$5.61M Sell
126,270
-1,990
-2% -$102K 0.26% 63
2022
Q2 		$6.23M Buy
128,260
+7,710
+6% +$433K 0.27% 64
2022
Q1 		$7.59M Buy
120,550
+8,670
+8% +$515K 0.25% 53
2021
Q4 		$7.45M Buy
+111,880
New +$6.29M 0.31% 57

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

Stonegate Investment Group's AVGO Position: Q3 2025 in Review

Stonegate Investment Group reduced its Broadcom (AVGO) stake by 0.37% in Q3 2025, selling an estimated $192K and leaving 166,302 shares worth $54.9M. The position accounts for 1.27% of the portfolio, ranked #29.

Stonegate Investment Group first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Stonegate Investment Group held 166,302 shares of Broadcom worth $54.9M as of Q3 2025.
  • Stonegate Investment Group sold 625 Broadcom shares in Q3 2025, an estimated $192K.
  • Broadcom made up 1.27% of Stonegate Investment Group's portfolio in Q3 2025, its #29 holding.
  • Stonegate Investment Group first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.