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Waverton Investment Management’s Broadcom AVGO Stock Holding History

Waverton Investment Management’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 		– Sell
-2,180
Closed -$719K – 8
2025
Q3 		$719K Hold
2,180
– – 0.01% 75
2025
Q2 		$601K Hold
2,180
– – 0.01% 83
2025
Q1 		$365K Hold
2,180
– – 0.01% 89
2024
Q4 		$505K Buy
2,180
+890
+69% +$165K 0.01% 84
2024
Q3 		$222K Sell
1,290
-600
-32% -$96.2K ﹤0.01% 92
2024
Q2 		$303K Buy
1,890
+90
+5% +$12.6K 0.01% 89
2024
Q1 		$238K Hold
1,800
– – 0.01% 90
2023
Q4 		$201K Buy
+1,800
New +$170K ﹤0.01% 96

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waverton Investment Management's AVGO Position: Q4 2025 in Review

Waverton Investment Management sold out of Broadcom (AVGO) in Q4 2025, closing a stake of 2,180 shares — an estimated $719K sold.

Waverton Investment Management first reported a position in AVGO in Q4 2023 and held it in 8 quarters. The position peaked at $719K in Q3 2025. 4,720 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • Waverton Investment Management reported no remaining Broadcom position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 2,180 Broadcom shares in Q4 2025, an estimated $719K.
  • Waverton Investment Management first reported a position in Broadcom in Q4 2023 and held it in 8 quarters.
  • Waverton Investment Management's Broadcom position peaked at $719K in Q3 2025.
  • 4,720 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.