AVGO — Broadcom Ltd

Ownership history in Asset Dedication, LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which Asset Dedication, LLC reported a position in Broadcom Ltd (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.81% (2025 Q4)
Avg. % of fund
0.39%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,508 -429 -1.2% 0.81% $12.3M $346.10
2025 Q3 REDUCED 35,937 -1,163 -3.1% 0.80% $11.9M $329.28
2025 Q2 ADDED 37,100 +42 +0.1% 0.74% $10.2M $274.65
2025 Q1 REDUCED 37,058 -1,449 -3.8% 0.50% $6.2M $166.43
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38%
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