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Paragon Capital Management (Utah)’s Broadcom AVGO Stock Holding History

Paragon Capital Management (Utah)’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 		$1.32M Sell
3,490
-53
-1% -$21.3K 0.98% 30
2026
Q1 		$1.1M Buy
3,543
+818
+30% +$269K 0.93% 42
2025
Q4 		$943K Sell
2,725
-270
-9% -$96.6K 0.73% 51
2025
Q3 		$988K Sell
2,995
-91
-3% -$27.9K 0.74% 51
2025
Q2 		$851K Sell
3,086
-54
-2% -$11.7K 0.65% 53
2025
Q1 		$526K Buy
+3,140
New +$665K 0.42% 59
2024
Q2 		– Sell
-6,090
Closed -$807K – 69
2024
Q1 		$807K Sell
6,090
-950
-13% -$118K 0.6% 53
2023
Q4 		$786K Sell
7,040
-6,900
-49% -$653K 0.63% 52
2023
Q3 		$1.16M Buy
13,940
+6,800
+95% +$589K 0.99% 43
2023
Q2 		$619K Buy
+7,140
New +$509K 0.52% 56
2023
Q1 		– Sell
-10,730
Closed -$600K – 70
2022
Q4 		$600K Buy
10,730
+30
+0.3% +$1.5K 0.56% 58
2022
Q3 		$475K Buy
10,700
+320
+3% +$16.3K 0.47% 61
2022
Q2 		$504K Buy
+10,380
New +$583K 0.51% 61

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paragon Capital Management (Utah)'s AVGO Position: Q2 2026 in Review

Paragon Capital Management (Utah) reduced its Broadcom (AVGO) stake by 1.5% in Q2 2026, selling an estimated $21.3K and leaving 3,490 shares worth $1.32M. The position accounts for 0.98% of the portfolio, ranked #30.

Paragon Capital Management (Utah) first reported a position in AVGO in Q2 2022 and has held it in 13 quarters since. 2,972 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Paragon Capital Management (Utah) held 3,490 shares of Broadcom worth $1.32M as of Q2 2026.
  • Paragon Capital Management (Utah) sold 53 Broadcom shares in Q2 2026, an estimated $21.3K.
  • Broadcom made up 0.98% of Paragon Capital Management (Utah)'s portfolio in Q2 2026, its #30 holding.
  • Paragon Capital Management (Utah) first reported a position in Broadcom in Q2 2022 and has held it in 13 quarters since.
  • 2,972 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.