AVGO — BROADCOM INC

Ownership history in Nicholas Wealth, LLC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. reported a position in BROADCOM INC (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
1.34% (2025 Q4)
Avg. % of fund
0.85%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,759 -3,175 -35.5% 1.34% $2.0M $346.10
2025 Q3 ADDED 8,934 +602 +7.2% 1.23% $2.9M $329.28
2025 Q2 REDUCED 8,332 -586 -6.6% 1.12% $2.3M $274.65
2025 Q1 REDUCED 8,918 -248 -2.7% 0.86% $1.5M $166.43
6 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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