Paragon Private Wealth Management’s Broadcom AVGO Stock Holding History

Paragon Private 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	$7.82M	Sell	20,711 -902	-4%	-$362K	2.04%	10
2026 Q1	$6.69M	Buy	21,613 +1,840	+9%	+$605K	2.09%	8
2025 Q4	$6.84M	Buy	19,773 +4,499	+29%	+$1.61M	2.1%	8
2025 Q3	$5.04M	Buy	15,274 +2,702	+21%	+$829K	1.65%	10
2025 Q2	$3.47M	Buy	12,572 +1,215	+11%	+$264K	1.38%	13
2025 Q1	$1.9M	Buy	11,357 +2,004	+21%	+$424K	0.88%	27
2024 Q4	$2.17M	Buy	9,353 +1,393	+18%	+$258K	1%	27
2024 Q3	$1.37M	Buy	7,960 +1,800	+29%	+$289K	0.68%	43
2024 Q2	$989K	Buy	6,160 +430	+8%	+$60.3K	0.56%	52
2024 Q1	$759K	Buy	5,730 +270	+5%	+$33.5K	0.45%	71
2023 Q4	$609K	Buy	5,460 +1,380	+34%	+$131K	0.42%	72
2023 Q3	$339K	Buy	4,080 +310	+8%	+$26.9K	0.28%	95
2023 Q2	$327K	Buy	3,770 +80	+2%	+$5.71K	0.26%	99
2023 Q1	$237K	Buy	+3,690	New	+$222K	0.2%	112

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Paragon Private Wealth Management's AVGO Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Broadcom (AVGO) stake by 4.2% in Q2 2026, selling an estimated $362K and leaving 20,711 shares worth $7.82M. The position accounts for 2.04% of the portfolio, ranked #10.

Paragon Private Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 2,222 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Paragon Private Wealth Management held 20,711 shares of Broadcom worth $7.82M as of Q2 2026.
Paragon Private Wealth Management sold 902 Broadcom shares in Q2 2026, an estimated $362K.
Broadcom made up 2.04% of Paragon Private Wealth Management's portfolio in Q2 2026, its #10 holding.
Paragon Private Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
2,222 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.