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Pathfinder Wealth Consulting’s Broadcom AVGO Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-1,205
Closed -$373K – 12
2026
Q1 		$373K Sell
1,205
-244
-17% -$80.3K 0.24% 95
2025
Q4 		$501K Buy
+1,449
New +$518K 0.32% 72

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

Pathfinder Wealth Consulting's AVGO Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 1,205 shares — an estimated $373K sold.

Pathfinder Wealth Consulting first reported a position in AVGO in Q4 2025 and held it in 2 quarters. The position peaked at $501K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 1,205 Broadcom shares in Q2 2026, an estimated $373K.
  • Pathfinder Wealth Consulting first reported a position in Broadcom in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Broadcom position peaked at $501K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.