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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
Q1 		$2.65M Buy
8,565
+2,087
+32% +$687K 0.14% 100
2025
Q4 		$2.24M Buy
6,478
+985
+18% +$352K 0.21% 77
2025
Q3 		$1.81M Sell
5,493
-1,458
-21% -$447K 0.22% 86
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OneAscent Financial Services's AVGO Position: Q1 2026 in Review

OneAscent Financial Services increased its Broadcom (AVGO) stake by 32% in Q1 2026, buying an estimated $687K and bringing the position to 8,565 shares worth $2.65M. The position accounts for 0.14% of the portfolio, ranked #100.

OneAscent Financial Services first reported a position in AVGO in Q3 2021 and has held it in 18 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • OneAscent Financial Services held 8,565 shares of Broadcom worth $2.65M as of Q1 2026.
  • OneAscent Financial Services bought 2,087 Broadcom shares in Q1 2026, an estimated $687K.
  • Broadcom made up 0.14% of OneAscent Financial Services's portfolio in Q1 2026, its #100 holding.
  • OneAscent Financial Services first reported a position in Broadcom in Q3 2021 and has held it in 18 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.