WAG
AVGO icon

Winthrop Advisory Group’s Broadcom AVGO Stock Holding History

Winthrop Advisory Group’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
2026
Q1 		$2.11M Sell
6,828
-44
-0.6% -$14.5K 0.17% 54
2025
Q4 		$2.38M Buy
6,872
+279
+4% +$99.8K 0.2% 51
2025
Q3 		$2.17M Sell
6,593
-205
-3% -$62.9K 0.19% 50
2025
Q2 		$1.87M Buy
6,798
+121
+2% +$26.3K 0.18% 50
2025
Q1 		$1.12M Buy
6,677
+238
+4% +$50.4K 0.13% 53
2024
Q4 		$1.49M Buy
6,439
+2,351
+58% +$435K 0.18% 47
2024
Q3 		$705K Buy
4,088
+858
+27% +$138K 0.09% 71
2024
Q2 		$518K Buy
3,230
+660
+26% +$92.5K 0.07% 79
2024
Q1 		$340K Buy
2,570
+140
+6% +$17.3K 0.05% 107
2023
Q4 		$271K Buy
+2,430
New +$230K 0.04% 114
2023
Q3 		– Sell
-2,470
Closed -$215K – 129
2023
Q2 		$215K Buy
+2,470
New +$176K 0.03% 122

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return