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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
Q2 		$5.05M Sell
13,364
-87
-0.6% -$34.9K 1.14% 25
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cerro Pacific Wealth Advisors's AVGO Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Broadcom (AVGO) stake by 0.65% in Q2 2026, selling an estimated $34.9K and leaving 13,364 shares worth $5.05M. The position accounts for 1.14% of the portfolio, ranked #25.

Cerro Pacific Wealth Advisors first reported a position in AVGO in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.42M in Q2 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 13,364 shares of Broadcom worth $5.05M as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 87 Broadcom shares in Q2 2026, an estimated $34.9K.
  • Broadcom made up 1.14% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Broadcom in Q2 2022 and has held it in 13 quarters since.
  • Cerro Pacific Wealth Advisors's Broadcom position peaked at $5.42M in Q2 2025.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.