Wolf Group Capital Advisors’s Broadcom AVGO Stock Holding History

Wolf Group Capital 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 Q1	$2.74M	Buy	16,338 +13,958	+586%	+$2.95M	0.92%	31
2024 Q4	$2.06M	Hold	2,380	–	–	1%	34
2024 Q3	$2.06M	Sell	2,380 -20,210	-89%	-$3.24M	0.98%	35
2024 Q2	$3.63M	Sell	22,590 -1,210	-5%	-$170K	1.43%	17
2024 Q1	$2.06M	Hold	23,800	–	–	0.98%	35
2023 Q4	$2.06M	Sell	23,800 -690	-3%	-$65.3K	0.98%	35
2023 Q3	$2.03M	Buy	24,490 +690	+3%	+$59.8K	0.96%	34
2023 Q2	$1.88M	Buy	+23,800	New	+$1.7M	0.94%	34
2022 Q1	–	Sell	-3,300	Closed	-$220K	–	110
2021 Q4	$220K	Buy	+3,300	New	+$185K	0.04%	140

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolf Group Capital Advisors's AVGO Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its Broadcom (AVGO) stake by 586% in Q1 2025, buying an estimated $2.95M and bringing the position to 16,338 shares worth $2.74M. The position accounts for 0.92% of the portfolio, ranked #31.

Wolf Group Capital Advisors first reported a position in AVGO in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.63M in Q2 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Wolf Group Capital Advisors held 16,338 shares of Broadcom worth $2.74M as of Q1 2025.
Wolf Group Capital Advisors bought 13,958 Broadcom shares in Q1 2025, an estimated $2.95M.
Broadcom made up 0.92% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #31 holding.
Wolf Group Capital Advisors first reported a position in Broadcom in Q4 2021 and has held it in 9 quarters since.
Wolf Group Capital Advisors's Broadcom position peaked at $3.63M in Q2 2024.
3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.