Position history for EP Wealth Advisors, LLC's holdings in BROADCOM INC
EP Wealth Advisors, LLC holds 856,403 shares of AVGO (BROADCOM INC), worth $296.4M as of 2025-Q4. The position was decreased (-4.7% shares). AVGO represents 1.5% of EP Wealth Advisors, LLC's portfolio.
Current Value
$296.4M
Current Shares
856,403
Total Value Change
+$144.4M
Total Shares Change
+761,733
Other major holders of AVGO: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 856,403 |
-4.7% |
| $296.4M |
| 1.5% |
| $349.85 |
0 |
| 2025-Q2 | Increased | 898,247 | +2.1% | $247.6M | 1.6% | $268.38 | 49 |
| 2025-Q1 | Decreased | 879,535 | -2.5% | $147.3M | 1.2% | $168.11 | 0 |
| 2024-Q4 | Decreased | 902,292 | -5.1% | $209.2M | 1.7% | $233.47 | 0 |
| 2024-Q3 | Increased | 951,118 | +904.7% | $164.1M | 1.4% | $170.69 | 77 |
| 2024-Q2 | Increased | 94,670 | +0.4% | $152M | 1.6% | $158.17 | 48 |