OFO
AVGO icon

OneAscent Family Office’s Broadcom AVGO Stock Holding History

OneAscent Family Office’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 		$3.44M Buy
9,117
+1,280
+16% +$513K 1.74% 14
2026
Q1 		$2.43M Buy
7,837
+1,324
+20% +$436K 1.69% 10
2025
Q4 		$2.25M Buy
6,513
+1,475
+29% +$527K 1.53% 13
2025
Q3 		$1.66M Buy
5,038
+93
+2% +$28.5K 1.35% 15
2025
Q2 		$1.36M Buy
4,945
+116
+2% +$25.2K 1.29% 17
2025
Q1 		$812K Buy
4,829
+3,613
+297% +$765K 0.76% 39
2024
Q4 		$282K Buy
+1,216
New +$225K 0.51% 48

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

OneAscent Family Office's AVGO Position: Q2 2026 in Review

OneAscent Family Office increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $513K and bringing the position to 9,117 shares worth $3.44M. The position accounts for 1.74% of the portfolio, ranked #14.

OneAscent Family Office first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • OneAscent Family Office held 9,117 shares of Broadcom worth $3.44M as of Q2 2026.
  • OneAscent Family Office bought 1,280 Broadcom shares in Q2 2026, an estimated $513K.
  • Broadcom made up 1.74% of OneAscent Family Office's portfolio in Q2 2026, its #14 holding.
  • OneAscent Family Office first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.