Guerra Pan Advisors’s Broadcom AVGO Stock Holding History

Guerra Pan 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	$9.4M	Sell	24,887 -4,165	-14%	-$1.67M	5.25%	2
2026 Q1	$8.99M	Buy	29,052 +728	+3%	+$240K	5.56%	2
2025 Q4	$9.8M	Sell	28,324 -368	-1%	-$132K	5.82%	2
2025 Q3	$9.47M	Hold	28,692	–	–	5.73%	2
2025 Q2	$7.91M	Buy	28,692 +1,058	+4%	+$230K	5.21%	2
2025 Q1	$4.63M	Buy	27,634 +3,049	+12%	+$645K	3.63%	4
2024 Q4	$5.7M	Buy	24,585 +225	+0.9%	+$41.6K	4.13%	4
2024 Q3	$4.2M	Hold	24,360	–	–	3.36%	5
2024 Q2	$3.91M	Hold	24,360	–	–	3.27%	5
2024 Q1	$3.23M	Sell	24,360 -60	-0.2%	-$7.43K	2.99%	8
2023 Q4	$2.73M	Hold	24,420	–	–	2.6%	10
2023 Q3	$2.03M	Hold	24,420	–	–	2.34%	11
2023 Q2	$2.12M	Hold	24,420	–	–	2.35%	11
2023 Q1	$1.57M	Hold	24,420	–	–	1.97%	13
2022 Q4	$1.37M	Hold	24,420	–	–	1.87%	14
2022 Q3	$1.12M	Hold	24,420	–	–	1.64%	16
2022 Q2	$1.31M	Hold	24,420	–	–	1.62%	16
2022 Q1	$1.37M	Hold	24,420	–	–	1.65%	14
2021 Q4	$1.63M	Buy	+24,420	New	+$1.37M	1.61%	17

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Guerra Pan Advisors's AVGO Position: Q2 2026 in Review

Guerra Pan Advisors reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $1.67M and leaving 24,887 shares worth $9.4M. The position accounts for 5.25% of the portfolio, ranked #2.

Guerra Pan Advisors first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.8M in Q4 2025. 4,838 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Guerra Pan Advisors held 24,887 shares of Broadcom worth $9.4M as of Q2 2026.
Guerra Pan Advisors sold 4,165 Broadcom shares in Q2 2026, an estimated $1.67M.
Broadcom made up 5.25% of Guerra Pan Advisors's portfolio in Q2 2026, its #2 holding.
Guerra Pan Advisors first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's Broadcom position peaked at $9.8M in Q4 2025.
4,838 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.