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Pathway Financial Advisers’s Broadcom AVGO Stock Holding History

Pathway Financial Advisers’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 		$13.9M Sell
36,798
-395
-1% -$158K 3.5% 1
2026
Q1 		$11.5M Buy
37,193
+536
+1% +$176K 3.26% 1
2025
Q4 		$12.7M Sell
36,657
-791
-2% -$283K 3.68% 1
2025
Q3 		$12.3M Sell
37,448
-1,970
-5% -$604K 3.59% 1
2025
Q2 		$10.9M Buy
39,418
+266
+0.7% +$57.8K 3.52% 1
2025
Q1 		$6.56M Sell
39,152
-2,696
-6% -$571K 2.25% 5
2024
Q4 		$9.7M Buy
41,848
+41,603
+16,981% +$7.69M 3.25% 1
2024
Q3 		$42.2K Sell
245
-46,415
-99% -$7.44M 0.02% 194
2024
Q2 		$7.28M Buy
46,660
+910
+2% +$128K 2.61% 2
2024
Q1 		$6.06M Sell
45,750
-9,390
-17% -$1.16M 2.18% 4
2023
Q4 		$6.16M Sell
55,140
-810
-1% -$76.7K 2.34% 3
2023
Q3 		$4.66M Buy
+55,950
New +$4.85M 1.92% 8
2023
Q1 		$4.37M Buy
68,110
+1,230
+2% +$74K 1.76% 11
2022
Q4 		$3.74M Buy
+66,880
New +$3.35M 1.52% 14

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

Pathway Financial Advisers's AVGO Position: Q2 2026 in Review

Pathway Financial Advisers reduced its Broadcom (AVGO) stake by 1.1% in Q2 2026, selling an estimated $158K and leaving 36,798 shares worth $13.9M. The position accounts for 3.5% of the portfolio, ranked #1.

Pathway Financial Advisers first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pathway Financial Advisers held 36,798 shares of Broadcom worth $13.9M as of Q2 2026.
  • Pathway Financial Advisers sold 395 Broadcom shares in Q2 2026, an estimated $158K.
  • Broadcom made up 3.5% of Pathway Financial Advisers's portfolio in Q2 2026, its #1 holding.
  • Pathway Financial Advisers first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.