AVGO AVAGO TECHNOLOGIES LTD

Ownership history in HOWE & RUSLING INC  ·  40 quarters on record

AI Ownership Summary

HOWE & RUSLING INC reported AVAGO TECHNOLOGIES LTD (AVGO) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.1% in 2025 Q3. The latest visible filing shows AVGO at 3.88% 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 HOWE & RUSLING INC's position in AVAGO TECHNOLOGIES LTD, 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 3.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.1% 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 Q4 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.

How HOWE & RUSLING INC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 169,687 -11,619 -6.4% 3.88% $58.7M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 181,306 -6,950 -3.7% 4.10% $59.8M 2025-11-05 $357.54
2025 Q2 ADDED 188,256 +9,766 +5.5% 3.83% $51.9M 2025-08-12 $311.05
2025 Q1 REDUCED 178,490 -22,064 -11.0% 2.51% $29.9M 2025-06-17 $247.37
2024 Q4 REDUCED 200,554 -5,685 -2.8% 4.01% $46.5M 2025-02-12 $233.74
2024 Q3 ADDED 206,239 +185,816 +909.8% 3.06% $35.6M 2024-11-08 $181.13
2024 Q2 ADDED 20,423 +274 +1.4% 2.99% $32.8M 2024-08-14 $155.02
2024 Q1 ADDED 20,149 +108 +0.5% 2.56% $26.7M 2024-05-15 $140.74
2023 Q4 ADDED 20,041 +1,809 +9.9% 2.37% $22.4M 2024-02-06 $119.31
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HOWE & RUSLING INC and AVGO

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

How long has HOWE & RUSLING INC reported owning AVGO?

HOWE & RUSLING INC reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in HOWE & RUSLING INC's portfolio?

The largest reported portfolio weight for AVGO was 4.10% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when HOWE & RUSLING INC reported 169,687 shares, equal to 3.88% of portfolio, with an estimated market value of $58.7M.

What does the chart on this AVGO ownership page compare?

The chart compares HOWE & RUSLING INC'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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