AVGO — BROADCOM INC

Ownership history in Optas, LLC · 25 quarters on record

This page tracks every 13F SEC filing in which Optas, 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

1.85% (2025 Q3)

Avg. % of fund

0.84%

First filed

2019 Q4

Last filed

2025 Q4

Quarters held

25

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	33,511	+404	+1.2%	1.81%	$11.6M	$346.10
2025 Q3	REDUCED	33,107	-402	-1.2%	1.85%	$10.9M	$329.28
2025 Q2	ADDED	33,509	+2,655	+8.6%	1.76%	$9.2M	$274.65
2025 Q1	ADDED	30,854	+500	+1.6%	0.90%	$5.2M	$166.43

% 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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