OWM
AVGO icon

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
Q2 		$433K Sell
1,145
-27
-2% -$10.8K 0.13% 84
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
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 Wealth Management's AVGO Position: Q2 2026 in Review

OneAscent Wealth Management reduced its Broadcom (AVGO) stake by 2.3% in Q2 2026, selling an estimated $10.8K and leaving 1,145 shares worth $433K. The position accounts for 0.13% of the portfolio, ranked #84.

OneAscent Wealth Management first reported a position in AVGO in Q3 2021 and has held it in 14 quarters since. The position peaked at $701K in Q3 2024. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • OneAscent Wealth Management held 1,145 shares of Broadcom worth $433K as of Q2 2026.
  • OneAscent Wealth Management sold 27 Broadcom shares in Q2 2026, an estimated $10.8K.
  • Broadcom made up 0.13% of OneAscent Wealth Management's portfolio in Q2 2026, its #84 holding.
  • OneAscent Wealth Management first reported a position in Broadcom in Q3 2021 and has held it in 14 quarters since.
  • OneAscent Wealth Management's Broadcom position peaked at $701K in Q3 2024.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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