Parcion Private Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Parcion Private Wealth's AVGO Position: Q1 2026 in Review

Parcion Private Wealth reduced its Broadcom (AVGO) stake by 0.6% in Q1 2026, selling an estimated $114K and leaving 57,769 shares worth $17.9M. The position accounts for 1.11% of the portfolio, ranked #22.

Parcion Private Wealth first reported a position in AVGO in Q2 2020 and has held it in 24 quarters since. The position peaked at $21.8M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Parcion Private Wealth held 57,769 shares of Broadcom worth $17.9M as of Q1 2026.
  • Parcion Private Wealth sold 346 Broadcom shares in Q1 2026, an estimated $114K.
  • Broadcom made up 1.11% of Parcion Private Wealth's portfolio in Q1 2026, its #22 holding.
  • Parcion Private Wealth first reported a position in Broadcom in Q2 2020 and has held it in 24 quarters since.
  • Parcion Private Wealth's Broadcom position peaked at $21.8M in Q4 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.