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OneAscent Financial Services’s Broadcom AVGO Stock Holding History

OneAscent Financial Services’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 		$3.21M Sell
8,495
-70
-0.8% -$28.1K 0.15% 98
2026
Q1 		$2.65M Buy
8,565
+2,087
+32% +$687K 0.14% 100
2025
Q4 		$2.24M Sell
6,478
-800
-11% -$286K 0.21% 77
2025
Q3 		$2.4M Buy
7,278
+327
+5% +$100K 0.16% 96
2025
Q2 		$1.9M Buy
6,951
+1,747
+34% +$379K 0.14% 106
2025
Q1 		$873K Buy
5,204
+1,964
+61% +$416K 0.06% 220
2024
Q4 		$751K Buy
3,240
+617
+24% +$114K 0.06% 195
2024
Q3 		$452K Buy
2,623
+53
+2% +$8.5K 0.33% 78
2024
Q2 		$413K Buy
2,570
+10
+0.4% +$1.4K 0.06% 166
2024
Q1 		$340K Sell
2,560
-2,210
-46% -$274K 0.04% 265
2023
Q4 		$532K Buy
4,770
+1,750
+58% +$166K 0.07% 185
2023
Q3 		$251K Sell
3,020
-770
-20% -$66.7K 0.07% 210
2023
Q2 		$329K Buy
3,790
+550
+17% +$39.2K 0.15% 77
2023
Q1 		$208K Buy
+3,240
New +$195K 0.08% 162
2022
Q4 		– Sell
-5,190
Closed -$230K – 183
2022
Q3 		$230K Sell
5,190
-1,470
-22% -$75.1K 0.09% 162
2022
Q2 		$324K Buy
6,660
+2,860
+75% +$161K 0.15% 130
2022
Q1 		$240K Sell
3,800
-720
-16% -$42.8K 0.17% 109
2021
Q4 		$301K Sell
4,520
-5,750
-56% -$323K 0.57% 79
2021
Q3 		$498K Buy
+10,270
New +$499K 0.66% 26

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 $3.38T AUM 44.17% 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 Financial Services's AVGO Position: Q2 2026 in Review

OneAscent Financial Services reduced its Broadcom (AVGO) stake by 0.82% in Q2 2026, selling an estimated $28.1K and leaving 8,495 shares worth $3.21M. The position accounts for 0.15% of the portfolio, ranked #98.

OneAscent Financial Services first reported a position in AVGO in Q3 2021 and has held it in 19 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • OneAscent Financial Services held 8,495 shares of Broadcom worth $3.21M as of Q2 2026.
  • OneAscent Financial Services sold 70 Broadcom shares in Q2 2026, an estimated $28.1K.
  • Broadcom made up 0.15% of OneAscent Financial Services's portfolio in Q2 2026, its #98 holding.
  • OneAscent Financial Services first reported a position in Broadcom in Q3 2021 and has held it in 19 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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