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Broadcom shares owned by Helen Stephens Group

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group investment in Broadcom

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All positions including Broadcom held by Helen Stephens Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 1.1k 329.97
2025-06-30 $301k 1.1k 275.66
2024-12-31 $253k 1.1k 231.74

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Helen Stephens Group

Top funds holding Broadcom

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Morgan Stanley
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen

View all funds holding Broadcom