Pathstone Holdings
AVGO icon

Pathstone Holdings’s Broadcom AVGO Stock Holding History

Pathstone Holdings’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 		$223M Buy
589,031
+26,958
+5% +$10.8M 0.65% 29
2026
Q1 		$174M Buy
562,073
+33,136
+6% +$10.9M 0.69% 25
2025
Q4 		$183M Buy
528,937
+46,460
+10% +$16.6M 0.71% 27
2025
Q3 		$159M Buy
482,477
+26,538
+6% +$8.14M 0.61% 28
2025
Q2 		$126M Sell
455,939
-21,639
-5% -$4.7M 0.5% 32
2025
Q1 		$80M Buy
477,578
+6,918
+1% +$1.46M 0.35% 49
2024
Q4 		$109M Buy
470,660
+4,867
+1% +$900K 0.48% 30
2024
Q3 		$80.3M Sell
465,793
-1,627
-0.3% -$261K 0.36% 46
2024
Q2 		$75M Buy
467,420
+10,780
+2% +$1.51M 0.34% 49
2024
Q1 		$60.5M Buy
456,640
+7,250
+2% +$898K 0.28% 58
2023
Q4 		$50.2M Buy
+449,390
New +$42.6M 0.27% 62

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

Pathstone Holdings's AVGO Position: Q2 2026 in Review

Pathstone Holdings increased its Broadcom (AVGO) stake by 4.8% in Q2 2026, buying an estimated $10.8M and bringing the position to 589,031 shares worth $223M. The position accounts for 0.65% of the portfolio, ranked #29.

Pathstone Holdings first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pathstone Holdings held 589,031 shares of Broadcom worth $223M as of Q2 2026.
  • Pathstone Holdings bought 26,958 Broadcom shares in Q2 2026, an estimated $10.8M.
  • Broadcom made up 0.65% of Pathstone Holdings's portfolio in Q2 2026, its #29 holding.
  • Pathstone Holdings first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.