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Parr McKnight Wealth Management Group’s Broadcom AVGO Stock Holding History

Parr McKnight Wealth Management Group’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 		$15.8M Buy
41,722
+326
+0.8% +$131K 1.87% 6
2026
Q1 		$12.8M Buy
41,396
+2,126
+5% +$700K 1.68% 9
2025
Q4 		$13.6M Sell
39,270
-1,603
-4% -$573K 1.78% 7
2025
Q3 		$13.5M Sell
40,873
-3,113
-7% -$955K 1.77% 7
2025
Q2 		$12.1M Sell
43,986
-808
-2% -$175K 1.66% 8
2025
Q1 		$7.5M Buy
44,794
+5,864
+15% +$1.24M 1.08% 17
2024
Q4 		$9.03M Buy
+38,930
New +$7.2M 1.29% 13

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

Parr McKnight Wealth Management Group's AVGO Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Broadcom (AVGO) stake by 0.79% in Q2 2026, buying an estimated $131K and bringing the position to 41,722 shares worth $15.8M. The position accounts for 1.87% of the portfolio, ranked #6.

Parr McKnight Wealth Management Group first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Parr McKnight Wealth Management Group held 41,722 shares of Broadcom worth $15.8M as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 326 Broadcom shares in Q2 2026, an estimated $131K.
  • Broadcom made up 1.87% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #6 holding.
  • Parr McKnight Wealth Management Group first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.