WA
AVGO icon

Wealthstream Advisors’s Broadcom AVGO Stock Holding History

Wealthstream Advisors’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 		$1.62M Sell
4,914
-15
-0.3% -$4.6K 0.25% 35
2025
Q2 		$1.36M Buy
4,929
+862
+21% +$187K 0.23% 36
2025
Q1 		$681K Sell
4,067
-594
-13% -$126K 0.13% 60
2024
Q4 		$1.08M Buy
4,661
+70
+2% +$12.9K 0.2% 43
2024
Q3 		$792K Sell
4,591
-419
-8% -$67.2K 0.14% 54
2024
Q2 		$805K Sell
5,010
-1,280
-20% -$179K 0.29% 49
2024
Q1 		$834K Sell
6,290
-1,900
-23% -$235K 0.32% 50
2023
Q4 		$915K Buy
8,190
+4,570
+126% +$433K 0.38% 39
2023
Q3 		$301K Buy
3,620
+80
+2% +$6.93K 0.16% 74
2023
Q2 		$307K Buy
+3,540
New +$252K 0.16% 68

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

Wealthstream Advisors's AVGO Position: Q3 2025 in Review

Wealthstream Advisors reduced its Broadcom (AVGO) stake by 0.3% in Q3 2025, selling an estimated $4.6K and leaving 4,914 shares worth $1.62M. The position accounts for 0.25% of the portfolio, ranked #35.

Wealthstream Advisors first reported a position in AVGO in Q2 2023 and has held it in 10 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Wealthstream Advisors held 4,914 shares of Broadcom worth $1.62M as of Q3 2025.
  • Wealthstream Advisors sold 15 Broadcom shares in Q3 2025, an estimated $4.6K.
  • Broadcom made up 0.25% of Wealthstream Advisors's portfolio in Q3 2025, its #35 holding.
  • Wealthstream Advisors first reported a position in Broadcom in Q2 2023 and has held it in 10 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.