CPWA
AVGO icon

Cerro Pacific Wealth Advisors’s Broadcom AVGO Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.16M Sell
13,451
-1,156
-8% -$380K 1.09% 23
2025
Q4 		$5.06M Sell
14,607
-967
-6% -$346K 1.36% 22
2025
Q3 		$5.14M Sell
15,574
-4,104
-21% -$1.26M 1.41% 21
2025
Q2 		$5.42M Buy
19,678
+540
+3% +$117K 1.51% 19
2025
Q1 		$4.44M Buy
19,138
+601
+3% +$127K 1.44% 16
2024
Q4 		$3.2M Buy
18,537
+16,770
+949% +$3.1M 1.06% 27
2024
Q3 		$2.84M Sell
1,767
-15,903
-90% -$2.55M 1.07% 25
2024
Q2 		$2.84M Buy
+17,670
New +$2.48M 1.08% 25
2023
Q1 		$1.02M Buy
15,950
+6,540
+70% +$393K 0.57% 46
2022
Q4 		$526K Buy
9,410
+2,940
+45% +$147K 0.28% 88
2022
Q3 		$287K Buy
6,470
+1,140
+21% +$58.2K 0.17% 122
2022
Q2 		$259K Buy
+5,330
New +$299K 0.16% 128

Other funds holding AVGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return