OneAscent Wealth Management’s Broadcom AVGO Stock Holding History

OneAscent Wealth Management’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	$363K	Buy	1,172 +87	+8%	+$28.6K	0.12%	96
2025 Q4	$376K	Sell	1,085 -57	-5%	-$20.4K	0.13%	87
2025 Q3	$377K	Buy	+1,142	New	+$350K	0.13%	93
2024 Q4	–	Sell	-4,066	Closed	-$701K	–	163
2024 Q3	$701K	Sell	4,066 -4	-0.1%	-$641	0.27%	43
2024 Q2	$654K	Sell	4,070 -140	-3%	-$19.6K	0.34%	25
2024 Q1	$561K	Sell	4,210 -1,200	-22%	-$149K	0.22%	58
2023 Q4	$604K	Buy	5,410 +2,040	+61%	+$193K	0.24%	47
2023 Q3	$280K	Buy	+3,370	New	+$292K	0.12%	114
2022 Q4	–	Sell	-5,870	Closed	-$261K	–	158
2022 Q3	$261K	Buy	5,870 +940	+19%	+$48K	0.14%	103
2022 Q2	$240K	Buy	4,930 +330	+7%	+$18.5K	0.12%	144
2022 Q1	$290K	Sell	4,600 -90	-2%	-$5.35K	0.14%	149
2021 Q4	$312K	Sell	4,690 -6,260	-57%	-$352K	0.78%	54
2021 Q3	$531K	Buy	+10,950	New	+$533K	0.61%	32

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OneAscent Wealth Management's AVGO Position: Q1 2026 in Review

OneAscent Wealth Management increased its Broadcom (AVGO) stake by 8% in Q1 2026, buying an estimated $28.6K and bringing the position to 1,172 shares worth $363K. The position accounts for 0.12% of the portfolio, ranked #96.

OneAscent Wealth Management first reported a position in AVGO in Q3 2021 and has held it in 13 quarters since. The position peaked at $701K in Q3 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

OneAscent Wealth Management held 1,172 shares of Broadcom worth $363K as of Q1 2026.
OneAscent Wealth Management bought 87 Broadcom shares in Q1 2026, an estimated $28.6K.
Broadcom made up 0.12% of OneAscent Wealth Management's portfolio in Q1 2026, its #96 holding.
OneAscent Wealth Management first reported a position in Broadcom in Q3 2021 and has held it in 13 quarters since.
OneAscent Wealth Management's Broadcom position peaked at $701K in Q3 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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