MPPW
AVGO icon

Mitchell & Pahl Private Wealth’s Broadcom AVGO Stock Holding History

Mitchell & Pahl Private Wealth’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 		$6.46M Sell
17,114
-586
-3% -$235K 2.38% 3
2026
Q1 		$5.48M Sell
17,700
-5,689
-24% -$1.87M 2.22% 2
2025
Q4 		$8.09M Sell
23,389
-816
-3% -$292K 3.36% 1
2025
Q3 		$7.99M Sell
24,205
-339
-1% -$104K 3.35% 2
2025
Q2 		$6.77M Sell
24,544
-462
-2% -$100K 2.99% 2
2025
Q1 		$4.19M Sell
25,006
-830
-3% -$176K 1.95% 4
2024
Q4 		$5.99M Sell
25,836
-1,260
-5% -$233K 2.8% 3
2024
Q3 		$4.67M Sell
27,096
-154
-0.6% -$24.7K 2.18% 4
2024
Q2 		$4.38M Sell
27,250
-370
-1% -$51.9K 2.31% 3
2024
Q1 		$3.66M Sell
27,620
-1,020
-4% -$126K 1.92% 4
2023
Q4 		$3.2M Sell
28,640
-1,130
-4% -$107K 1.81% 5
2023
Q3 		$2.47M Sell
29,770
-1,240
-4% -$107K 1.47% 12
2023
Q2 		$2.69M Sell
31,010
-410
-1% -$29.2K 1.62% 9
2023
Q1 		$2.02M Sell
31,420
-640
-2% -$38.5K 1.26% 19
2022
Q4 		$1.79M Sell
32,060
-1,060
-3% -$53.1K 1.18% 19
2022
Q3 		$1.47M Sell
33,120
-1,110
-3% -$56.7K 1.09% 24
2022
Q2 		$1.66M Sell
34,230
-1,500
-4% -$84.2K 1.16% 23
2022
Q1 		$2.25M Sell
35,730
-680
-2% -$40.4K 1.43% 14
2021
Q4 		$2.42M Sell
36,410
-520
-1% -$29.2K 1.55% 11
2021
Q3 		$1.79M Sell
36,930
-460
-1% -$22.4K 1.29% 20
2021
Q2 		$1.78M Sell
37,390
-250
-0.7% -$11.6K 1.27% 22
2021
Q1 		$1.75M Sell
37,640
-370
-1% -$17.1K 1.35% 18
2020
Q4 		$1.66M Buy
+38,010
New +$1.48M 1.4% 14

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mitchell & Pahl Private Wealth's AVGO Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Broadcom (AVGO) stake by 3.3% in Q2 2026, selling an estimated $235K and leaving 17,114 shares worth $6.46M. The position accounts for 2.38% of the portfolio, ranked #3.

Mitchell & Pahl Private Wealth first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.09M in Q4 2025. 932 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 17,114 shares of Broadcom worth $6.46M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 586 Broadcom shares in Q2 2026, an estimated $235K.
  • Broadcom made up 2.38% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #3 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Broadcom position peaked at $8.09M in Q4 2025.
  • 932 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.