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Paces Ferry Wealth Advisors’s Broadcom AVGO Stock Holding History

Paces Ferry Wealth Advisors’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 		$1.57M Sell
4,154
-193
-4% -$77.4K 0.58% 33
2026
Q1 		$1.35M Sell
4,347
-90
-2% -$29.6K 0.56% 35
2025
Q4 		$1.54M Sell
4,437
-208
-4% -$74.4K 0.62% 35
2025
Q3 		$1.53M Sell
4,645
-179
-4% -$54.9K 0.64% 36
2025
Q2 		$1.33M Sell
4,824
-244
-5% -$53K 0.61% 36
2025
Q1 		$849K Sell
5,068
-6
-0.1% -$1.27K 0.42% 44
2024
Q4 		$1.18M Sell
5,074
-282
-5% -$52.2K 0.57% 36
2024
Q3 		$924K Sell
5,356
-74
-1% -$11.9K 0.53% 41
2024
Q2 		$872K Sell
5,430
-460
-8% -$64.5K 0.53% 39
2024
Q1 		$781K Sell
5,890
-80
-1% -$9.91K 0.5% 44
2023
Q4 		$666K Buy
5,970
+540
+10% +$51.1K 0.46% 48
2023
Q3 		$451K Sell
5,430
-490
-8% -$42.5K 0.36% 58
2023
Q2 		$514K Sell
5,920
-240
-4% -$17.1K 0.39% 52
2023
Q1 		$395K Buy
6,160
+120
+2% +$7.22K 0.32% 66
2022
Q4 		$338K Sell
6,040
-50
-0.8% -$2.51K 0.33% 73
2022
Q3 		$270K Buy
6,090
+30
+0.5% +$1.53K 0.3% 76
2022
Q2 		$295K Hold
6,060
– – 0.29% 75
2022
Q1 		$382K Sell
6,060
-40
-0.7% -$2.38K 0.3% 69
2021
Q4 		$406K Sell
6,100
-270
-4% -$15.2K 0.29% 73
2021
Q3 		$309K Sell
6,370
-60
-0.9% -$2.92K 0.25% 84
2021
Q2 		$307K Buy
6,430
+550
+9% +$25.5K 0.23% 87
2021
Q1 		$273K Hold
5,880
– – 0.24% 91
2020
Q4 		$258K Buy
5,880
+700
+14% +$27.3K 0.24% 89
2020
Q3 		$189K Buy
+5,180
New +$174K 0.16% 106

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

Paces Ferry Wealth Advisors's AVGO Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Broadcom (AVGO) stake by 4.4% in Q2 2026, selling an estimated $77.4K and leaving 4,154 shares worth $1.57M. The position accounts for 0.58% of the portfolio, ranked #33.

Paces Ferry Wealth Advisors first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Paces Ferry Wealth Advisors held 4,154 shares of Broadcom worth $1.57M as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 193 Broadcom shares in Q2 2026, an estimated $77.4K.
  • Broadcom made up 0.58% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Paces Ferry Wealth Advisors first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.