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Willow Creek Wealth Management’s Broadcom AVGO Stock Holding History

Willow Creek Wealth 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
Q3 		$384K Sell
1,163
-76
-6% -$23.3K 0.03% 121
2025
Q2 		$342K Buy
+1,239
New +$269K 0.03% 123
2025
Q1 		– Sell
-1,105
Closed -$256K – 157
2024
Q4 		$256K Buy
+1,105
New +$204K 0.03% 136

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

Willow Creek Wealth Management's AVGO Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Broadcom (AVGO) stake by 6.1% in Q3 2025, selling an estimated $23.3K and leaving 1,163 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #121.

Willow Creek Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 3 quarters since. 4,299 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Willow Creek Wealth Management held 1,163 shares of Broadcom worth $384K as of Q3 2025.
  • Willow Creek Wealth Management sold 76 Broadcom shares in Q3 2025, an estimated $23.3K.
  • Broadcom made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #121 holding.
  • Willow Creek Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 3 quarters since.
  • 4,299 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.