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Westbourne Investments’s Broadcom AVGO Stock Holding History

Westbourne Investments’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
-912
Closed -$251K – 132
2025
Q2 		$251K Buy
+912
New +$198K 0.13% 117
2025
Q1 		– Sell
-912
Closed -$211K – 139
2024
Q4 		$211K Buy
+912
New +$169K 0.12% 115

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

Westbourne Investments's AVGO Position: Q3 2025 in Review

Westbourne Investments sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 912 shares — an estimated $251K sold.

Westbourne Investments first reported a position in AVGO in Q4 2024 and held it in 2 quarters. The position peaked at $251K in Q2 2025. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Westbourne Investments reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 912 Broadcom shares in Q3 2025, an estimated $251K.
  • Westbourne Investments first reported a position in Broadcom in Q4 2024 and held it in 2 quarters.
  • Westbourne Investments's Broadcom position peaked at $251K in Q2 2025.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.