Parisi Gray Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.68M Sell
15,038
-566
-4% -$227K 1.17% 25
2026
Q1
$4.83M Buy
15,604
+113
+0.7% +$37.2K 1.15% 26
2025
Q4
$5.36M Buy
15,491
+53
+0.3% +$19K 1.22% 23
2025
Q3
$5.09M Buy
15,438
+105
+0.7% +$32.2K 1.33% 22
2025
Q2
$4.23M Buy
15,333
+552
+4% +$120K 1.21% 23
2025
Q1
$2.47M Buy
14,781
+2,628
+22% +$556K 0.81% 27
2024
Q4
$2.82M Buy
12,153
+483
+4% +$89.3K 0.9% 28
2024
Q3
$2.01M Buy
11,670
+2,430
+26% +$390K 0.66% 34
2024
Q2
$1.48M Buy
9,240
+1,010
+12% +$142K 0.53% 36
2024
Q1
$1.09M Buy
8,230
+910
+12% +$113K 0.41% 48
2023
Q4
$817K Buy
7,320
+1,100
+18% +$104K 0.33% 55
2023
Q3
$517K Buy
+6,220
New +$539K 0.23% 65
2018
Q1
Sell
-770
Closed -$21K 609
2017
Q4
$21K Buy
+770
New +$20K 0.02% 339

Other funds holding AVGO

Parisi Gray Wealth Management's AVGO Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its Broadcom (AVGO) stake by 3.6% in Q2 2026, selling an estimated $227K and leaving 15,038 shares worth $5.68M. The position accounts for 1.17% of the portfolio, ranked #25.

Parisi Gray Wealth Management first reported a position in AVGO in Q4 2017 and has held it in 13 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Parisi Gray Wealth Management held 15,038 shares of Broadcom worth $5.68M as of Q2 2026.
  • Parisi Gray Wealth Management sold 566 Broadcom shares in Q2 2026, an estimated $227K.
  • Broadcom made up 1.17% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Parisi Gray Wealth Management first reported a position in Broadcom in Q4 2017 and has held it in 13 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.