Wealth High Governance Capital’s Broadcom AVGO Stock Holding History

Wealth High Governance Capital’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	-86,800	Closed	-$23.9M	–	40
2025 Q2	$23.9M	Buy	86,800 +49,600	+133%	+$10.8M	7.42%	2
2025 Q1	$6.23M	Buy	37,200 +1	+0%	+$212	4.07%	7
2024 Q4	$8.62M	Sell	37,199 -12,801	-26%	-$2.37M	3.09%	12
2024 Q3	$8.63M	Sell	50,000 -130,000	-72%	-$20.8M	3.03%	16
2024 Q2	$28.9M	Buy	180,000 +20,000	+13%	+$2.8M	7.17%	1
2024 Q1	$21.2M	Buy	+160,000	New	+$19.8M	4.74%	2
2023 Q4	–	Sell	-80,000	Closed	-$6.64M	–	21
2023 Q3	$6.64M	Buy	+80,000	New	+$6.93M	2.31%	14
2023 Q2	–	Sell	-180,000	Closed	-$11.5M	–	20
2023 Q1	$11.5M	Buy	+180,000	New	+$10.8M	5.15%	8

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

Wealth High Governance Capital's AVGO Position: Q3 2025 in Review

Wealth High Governance Capital sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 86,800 shares — an estimated $23.9M sold.

Wealth High Governance Capital first reported a position in AVGO in Q1 2023 and held it in 8 quarters. The position peaked at $28.9M in Q2 2024. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Wealth High Governance Capital reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
Wealth High Governance Capital sold 86,800 Broadcom shares in Q3 2025, an estimated $23.9M.
Wealth High Governance Capital first reported a position in Broadcom in Q1 2023 and held it in 8 quarters.
Wealth High Governance Capital's Broadcom position peaked at $28.9M in Q2 2024.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Wealth High Governance Capital's 13F filing for Q3 2025, filed 13 Nov 2025.