PWM
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Parkworth Wealth Management’s Broadcom AVGO Stock Holding History

Parkworth 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
2025
Q2 		$82K Buy
297
+65
+28% +$14.1K 0.06% 84
2025
Q1 		$38.9K Sell
232
-2
-0.9% -$423 0.03% 101
2024
Q4 		$54.1K Buy
+234
New +$43.3K 0.05% 89

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parkworth Wealth Management's AVGO Position: Q2 2025 in Review

Parkworth Wealth Management increased its Broadcom (AVGO) stake by 28% in Q2 2025, buying an estimated $14.1K and bringing the position to 297 shares worth $82K. The position accounts for 0.06% of the portfolio, ranked #84.

Parkworth Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 3 quarters since. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Parkworth Wealth Management held 297 shares of Broadcom worth $82K as of Q2 2025.
  • Parkworth Wealth Management bought 65 Broadcom shares in Q2 2025, an estimated $14.1K.
  • Broadcom made up 0.06% of Parkworth Wealth Management's portfolio in Q2 2025, its #84 holding.
  • Parkworth Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 3 quarters since.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.