AVGO — BROADCOM INC

Ownership history in Freestone Capital Holdings, LLC  ·  30 quarters on record

AI Ownership Summary

Freestone Capital Holdings, LLC reported BROADCOM INC (AVGO) in 30 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.36% in 2025 Q3. The latest visible filing shows AVGO at 1.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Freestone Capital Holdings, LLC's position in BROADCOM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVGO was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVGO stock page Freestone Capital Holdings, LLC fund profile Freestone Capital Holdings, LLC full holdings
How Freestone Capital Holdings, LLC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 130,400 +130,000 +32500.0% 1.34% $45.1M 2026-02-14 (Est.) $324.49
2025 Q4 ADDED 400 +200 +100.0% 0.00% $138K 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 200 -134,022 -99.9% 0.00% $66K 2025-11-12 $353.80
2025 Q3 ADDED 134,222 +2,186 +1.7% 1.36% $44.3M 2025-11-12 $353.80
2025 Q2 REDUCED 132,036 -15,233 -10.3% 1.23% $36.4M 2025-08-05 $291.26
2025 Q1 ADDED 147,269 +5,317 +3.7% 0.92% $24.7M 2025-05-13 $230.55
2024 Q4 REDUCED 141,952 -1,612 -1.1% 1.14% $32.9M 2025-02-06 $228.81
2024 Q3 ADDED 143,564 +129,206 +899.9% 0.85% $24.8M 2024-11-14 $168.05
2024 Q2 ADDED 14,358 +130 +0.9% 0.82% $23.1M 2024-08-13 $153.52
2024 Q1 REDUCED 14,228 -364 -2.5% 0.70% $18.9M 2024-05-14 $135.24
2023 Q4 REDUCED 14,592 -34 -0.2% 0.73% $16.3M 2024-02-13 $122.14
2023 Q3 REDUCED 14,626 -383 -2.6% 0.64% $12.1M 2023-11-14 $94.51
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About Freestone Capital Holdings, LLC and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Freestone Capital Holdings, LLC reported owning AVGO?

Freestone Capital Holdings, LLC reported AVGO across 12 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AVGO position in Freestone Capital Holdings, LLC's portfolio?

The largest reported portfolio weight for AVGO was 1.36% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when Freestone Capital Holdings, LLC reported 130,400 shares, equal to 1.34% of portfolio, with an estimated market value of $45.1M.

What does the chart on this AVGO ownership page compare?

The chart compares Freestone Capital Holdings, LLC's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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