Transatlantique Private Wealth’s Broadcom AVGO Stock Holding History

Transatlantique Private Wealth’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 Q4	$3.51M	Sell	10,134 -1,234	-11%	-$441K	1.1%	20
2025 Q3	$3.75M	Sell	11,368 -323	-3%	-$99.1K	1.23%	17
2025 Q2	$3.22M	Sell	11,691 -724	-6%	-$157K	1.18%	19
2025 Q1	$2.08M	Sell	12,415 -283	-2%	-$59.9K	0.83%	29
2024 Q4	$2.94M	Buy	12,698 +174	+1%	+$32.2K	1.12%	21
2024 Q3	$2.16M	Buy	12,524 +1,234	+11%	+$198K	0.83%	26
2024 Q2	$1.8M	Hold	11,290	–	–	0.73%	34
2024 Q1	$1.5M	Buy	11,290 +4,540	+67%	+$563K	0.65%	42
2023 Q4	$753K	Hold	6,750	–	–	0.35%	100
2023 Q3	$561K	Hold	6,750	–	–	0.3%	108
2023 Q2	$586K	Hold	6,750	–	–	0.31%	110
2023 Q1	$433K	Sell	6,750 -3,570	-35%	-$215K	0.24%	142
2022 Q4	$577K	Buy	10,320 +1,940	+23%	+$97.3K	0.35%	89
2022 Q3	$372K	Hold	8,380	–	–	0.25%	131
2022 Q2	$407K	Buy	+8,380	New	+$470K	0.28%	127

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Transatlantique Private Wealth's AVGO Position: Q4 2025 in Review

Transatlantique Private Wealth reduced its Broadcom (AVGO) stake by 11% in Q4 2025, selling an estimated $441K and leaving 10,134 shares worth $3.51M. The position accounts for 1.1% of the portfolio, ranked #20.

Transatlantique Private Wealth first reported a position in AVGO in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.75M in Q3 2025. 4,704 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Transatlantique Private Wealth held 10,134 shares of Broadcom worth $3.51M as of Q4 2025.
Transatlantique Private Wealth sold 1,234 Broadcom shares in Q4 2025, an estimated $441K.
Broadcom made up 1.1% of Transatlantique Private Wealth's portfolio in Q4 2025, its #20 holding.
Transatlantique Private Wealth first reported a position in Broadcom in Q2 2022 and has held it in 15 quarters since.
Transatlantique Private Wealth's Broadcom position peaked at $3.75M in Q3 2025.
4,704 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.