Uniplan Investment Counsel’s Broadcom AVGO Stock Holding History

Uniplan Investment Counsel’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	–	Sell	-91	Closed	-$25.2K	–	183
2025 Q2	$25.2K	Buy	+91	New	+$19.8K	﹤0.01%	155
2023 Q4	–	Sell	-117,630	Closed	-$10.2M	–	122
2023 Q3	$10.2M	Hold	117,630	–	–	0.78%	33
2023 Q2	$10.2M	Sell	117,630 -2,180	-2%	-$155K	0.74%	36
2023 Q1	$7.69M	Buy	119,810 +200	+0.2%	+$12K	0.54%	46
2022 Q4	$6.69M	Sell	119,610 -3,230	-3%	-$162K	0.48%	52
2022 Q3	$5.45M	Buy	122,840 +3,400	+3%	+$174K	0.42%	51
2022 Q2	$5.8M	Buy	119,440 +7,890	+7%	+$443K	0.4%	57
2022 Q1	$7.02M	Sell	111,550 -75,500	-40%	-$4.48M	0.41%	50
2021 Q4	$12.4M	Sell	187,050 -2,330	-1%	-$131K	0.7%	38
2021 Q3	$9.18M	Sell	189,380 -800	-0.4%	-$38.9K	0.56%	40
2021 Q2	$9.07M	Buy	190,180 +9,760	+5%	+$452K	0.53%	40
2021 Q1	$8.37M	Sell	180,420 -13,080	-7%	-$605K	0.54%	42
2020 Q4	$8.47M	Buy	+193,500	New	+$7.54M	0.58%	42

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

Uniplan Investment Counsel's AVGO Position: Q3 2025 in Review

Uniplan Investment Counsel sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 91 shares — an estimated $25.2K sold.

Uniplan Investment Counsel first reported a position in AVGO in Q4 2020 and held it in 13 quarters. The position peaked at $12.4M in Q4 2021. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Uniplan Investment Counsel reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
Uniplan Investment Counsel sold 91 Broadcom shares in Q3 2025, an estimated $25.2K.
Uniplan Investment Counsel first reported a position in Broadcom in Q4 2020 and held it in 13 quarters.
Uniplan Investment Counsel's Broadcom position peaked at $12.4M in Q4 2021.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Uniplan Investment Counsel's 13F filing for Q3 2025, filed 14 Nov 2025.