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 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	Sell	41,848 -7,243,122	-99%	-$1.34B	3.25%	1
2024 Q3	$42.2K	Buy	7,284,970 +7,238,310	+15,513%	+$1.16B	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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pathway Financial Advisers's AVGO Position: Q1 2026 in Review

Pathway Financial Advisers increased its Broadcom (AVGO) stake by 1.5% in Q1 2026, buying an estimated $176K and bringing the position to 37,193 shares worth $11.5M. The position accounts for 3.26% of the portfolio, ranked #1.

Pathway Financial Advisers first reported a position in AVGO in Q4 2022 and has held it in 13 quarters since. The position peaked at $12.7M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Pathway Financial Advisers held 37,193 shares of Broadcom worth $11.5M as of Q1 2026.
Pathway Financial Advisers bought 536 Broadcom shares in Q1 2026, an estimated $176K.
Broadcom made up 3.26% of Pathway Financial Advisers's portfolio in Q1 2026, its #1 holding.
Pathway Financial Advisers first reported a position in Broadcom in Q4 2022 and has held it in 13 quarters since.
Pathway Financial Advisers's Broadcom position peaked at $12.7M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.