Pacific Capital Wealth Advisors’s Broadcom AVGO Stock Holding History

Pacific Capital 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	$350K	Hold	925	–	–	0.05%	69
2026 Q1	$286K	Buy	925 +290	+46%	+$95.4K	0.05%	74
2025 Q4	$220K	Sell	635 -200	-24%	-$71.5K	0.04%	74
2025 Q3	$275K	Buy	+835	New	+$256K	0.05%	69
2025 Q1	–	Sell	-654	Closed	-$152K	–	112
2024 Q4	$152K	Sell	654 -20	-3%	-$3.7K	0.03%	96
2024 Q3	$116K	Buy	674 +164	+32%	+$26.3K	0.02%	105
2024 Q2	$81.9K	Buy	510 +490	+2,450%	+$68.7K	0.01%	119
2024 Q1	$2.65K	Buy	+20	New	+$2.48K	﹤0.01%	405
2023 Q2	–	Sell	-3,320	Closed	-$213K	–	68
2023 Q1	$213K	Buy	+3,320	New	+$200K	0.05%	82

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pacific Capital Wealth Advisors's AVGO Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 925 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #69.

Pacific Capital Wealth Advisors first reported a position in AVGO in Q1 2023 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Pacific Capital Wealth Advisors held 925 shares of Broadcom worth $350K as of Q2 2026.
Pacific Capital Wealth Advisors left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.05% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Pacific Capital Wealth Advisors first reported a position in Broadcom in Q1 2023 and has held it in 9 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.