AVGO Broadcom Limited

Ownership history in MAI Capital Management  ·  58 quarters on record

AI Ownership Summary

MAI Capital Management reported Broadcom Limited (AVGO) in 58 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.28% in 2025 Q3. The latest visible filing shows AVGO at 1.21% 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 MAI Capital Management's position in Broadcom Limited, 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 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% 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 MAI Capital Management held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 22 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 605,993 +604,193 +33566.3% 1.21% $209.7M 2026-02-14 (Est.) $324.49
2025 Q4 REDUCED 1,800 -1,800 -50.0% 0.00% $623K 2026-02-14 (Est.) $324.49
2025 Q4 REDUCED 3,600 -621,659 -99.4% 0.01% $1.2M 2026-02-14 (Est.) $324.49
2025 Q3 ADDED 625,259 +623,159 +29674.2% 1.28% $206.3M 2025-11-10 $356.96
2025 Q3 ADDED 2,100 +100 +5.0% 0.00% $693K 2025-11-10 $356.96
2025 Q3 REDUCED 2,000 -1,100 -35.5% 0.00% $660K 2025-11-10 $356.96
2025 Q2 ADDED 3,100 +1,100 +55.0% 0.01% $855K 2025-08-12 $311.05
2025 Q2 REDUCED 2,000 -661,927 -99.7% 0.00% $551K 2025-08-12 $311.05
2025 Q2 REDUCED 663,927 -11,134 -1.6% 1.26% $183.0M 2025-08-12 $311.05
2025 Q1 ADDED 675,061 +673,061 +33653.1% 0.85% $113.0M 2025-05-15 $230.77
2025 Q1 REDUCED 2,000 -1,100 -35.5% 0.00% $335K 2025-05-15 $230.77
2025 Q1 REDUCED 3,100 -708,752 -99.6% 0.00% $519K 2025-05-15 $230.77
2024 Q4 ADDED 711,852 +709,752 +33797.7% 1.22% $165.0M 2025-02-14 $230.47
2024 Q4 REDUCED 2,100 -100 -4.5% 0.00% $487K 2025-02-14 $230.47
2024 Q3 REDUCED 2,200 -598,111 -99.6% 0.00% $380K 2024-11-07 $181.30
2024 Q3 ADDED 600,311 +541,212 +915.8% 0.99% $103.6M 2024-11-07 $181.30
2024 Q2 ADDED 59,099 +56,899 +2586.3% 0.93% $94.9M 2024-08-12 $146.11
2024 Q1 REDUCED 2,200 -58,587 -96.4% 0.03% $2.9M 2024-05-08 $129.88
2024 Q1 ADDED 60,787 +59,887 +6654.1% 0.83% $80.6M 2024-05-08 $129.88
2023 Q4 REDUCED 900 -1,600 -64.0% 0.01% $1.0M 2024-02-09 $125.24
2023 Q4 REDUCED 2,500 -58,343 -95.9% 0.04% $2.8M 2024-02-09 $125.24
2023 Q4 ADDED 60,843 +58,543 +2545.3% 0.89% $67.9M 2024-02-09 $125.24
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MAI Capital Management and AVGO

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

How long has MAI Capital Management reported owning AVGO?

MAI Capital Management reported AVGO across 22 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in MAI Capital Management's portfolio?

The largest reported portfolio weight for AVGO was 1.28% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when MAI Capital Management reported 605,993 shares, equal to 1.21% of portfolio, with an estimated market value of $209.7M.

What does the chart on this AVGO ownership page compare?

The chart compares MAI Capital Management'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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