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Parcion Private Wealth’s Broadcom AVGO Stock Holding History

Parcion Private Wealth’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 		$21.5M Sell
56,832
-937
-2% -$376K 1.19% 22
2026
Q1 		$17.9M Sell
57,769
-346
-0.6% -$114K 1.11% 22
2025
Q4 		$20.1M Sell
58,115
-2,520
-4% -$901K 1.22% 19
2025
Q3 		$20M Sell
60,635
-969
-2% -$297K 1.25% 19
2025
Q2 		$17M Sell
61,604
-1,386
-2% -$301K 1.21% 20
2025
Q1 		$10.5M Sell
62,990
-31,238
-33% -$6.61M 0.86% 25
2024
Q4 		$21.8M Buy
94,228
+464
+0.5% +$85.8K 1.67% 15
2024
Q3 		$16.2M Buy
93,764
+22,714
+32% +$3.64M 1.35% 17
2024
Q2 		$11.4M Sell
71,050
-4,220
-6% -$591K 1.04% 21
2024
Q1 		$9.98M Buy
75,270
+10,280
+16% +$1.27M 0.88% 21
2023
Q4 		$7.25M Buy
64,990
+290
+0.4% +$27.5K 0.66% 30
2023
Q3 		$5.37M Sell
64,700
-950
-1% -$82.3K 0.56% 43
2023
Q2 		$5.69M Buy
65,650
+2,130
+3% +$152K 0.57% 45
2023
Q1 		$4.07M Buy
63,520
+10,530
+20% +$634K 0.43% 53
2022
Q4 		$2.96M Buy
52,990
+22,930
+76% +$1.15M 0.32% 63
2022
Q3 		$1.33M Buy
30,060
+14,970
+99% +$765K 0.15% 106
2022
Q2 		$773K Sell
15,090
-1,690
-10% -$94.9K 0.08% 140
2022
Q1 		$1.03M Buy
16,780
+12,990
+343% +$772K 0.1% 107
2021
Q4 		$229K Sell
3,790
-4,770
-56% -$268K 0.02% 180
2021
Q3 		$430K Buy
8,560
+430
+5% +$20.9K 0.04% 150
2021
Q2 		$388K Hold
8,130
– – 0.04% 151
2021
Q1 		$377K Buy
8,130
+200
+3% +$9.25K 0.04% 150
2020
Q4 		$347K Hold
7,930
– – 0.05% 149
2020
Q3 		$283K Sell
7,930
-500
-6% -$16.7K 0.04% 154
2020
Q2 		$269K Buy
+8,430
New +$236K 0.05% 158

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

Parcion Private Wealth's AVGO Position: Q2 2026 in Review

Parcion Private Wealth reduced its Broadcom (AVGO) stake by 1.6% in Q2 2026, selling an estimated $376K and leaving 56,832 shares worth $21.5M. The position accounts for 1.19% of the portfolio, ranked #22.

Parcion Private Wealth first reported a position in AVGO in Q2 2020 and has held it in 25 quarters since. The position peaked at $21.8M in Q4 2024. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Parcion Private Wealth held 56,832 shares of Broadcom worth $21.5M as of Q2 2026.
  • Parcion Private Wealth sold 937 Broadcom shares in Q2 2026, an estimated $376K.
  • Broadcom made up 1.19% of Parcion Private Wealth's portfolio in Q2 2026, its #22 holding.
  • Parcion Private Wealth first reported a position in Broadcom in Q2 2020 and has held it in 25 quarters since.
  • Parcion Private Wealth's Broadcom position peaked at $21.8M in Q4 2024.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.