Pathway Financial Advisors
AVGO icon

Pathway Financial Advisors’s Broadcom AVGO Stock Holding History

Pathway Financial Advisors’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
Q3 		$1.04M Hold
2,960
– – 0.11% 68
2026
Q2 		$1.07M Hold
2,960
– – 0.12% 67
2026
Q1 		$931K Hold
2,960
– – 0.12% 64
2025
Q4 		$1.02M Hold
2,960
– – 0.13% 66
2025
Q3 		$977K Hold
2,960
– – 0.13% 65
2025
Q2 		$816K Sell
2,960
-5,660
-66% -$1.23M 0.12% 65
2025
Q1 		$1.44M Sell
8,620
-50
-0.6% -$10.6K 0.26% 45
2024
Q4 		$2.01M Sell
8,670
-50
-0.6% -$9.25K 0.46% 33
2024
Q3 		$1.5M Sell
8,720
-610
-7% -$97.8K 0.39% 37
2024
Q2 		$1.5M Hold
9,330
– – 0.4% 36
2024
Q1 		$1.24M Hold
9,330
– – 0.33% 40
2023
Q4 		$1.04M Buy
9,330
+930
+11% +$88.1K 0.3% 43
2023
Q3 		$698K Buy
8,400
+2,270
+37% +$197K 0.24% 49
2023
Q2 		$532K Hold
6,130
– – 0.17% 63
2023
Q1 		$393K Hold
6,130
– – 0.13% 81
2022
Q4 		$343K Hold
6,130
– – 0.11% 83
2022
Q3 		$272K Hold
6,130
– – 0.09% 101
2022
Q2 		$298K Hold
6,130
– – 0.12% 93
2022
Q1 		$386K Hold
6,130
– – 0.14% 84
2021
Q4 		$359K Buy
+6,130
New +$345K 0.13% 87
2021
Q1 		$279K Hold
6,130
– – 0.11% 96
2020
Q4 		$288K Hold
6,130
– – 0.12% 85
2020
Q3 		$226K Sell
6,130
-490
-7% -$16.4K 0.09% 91
2020
Q2 		$209K Buy
+6,620
New +$185K 0.06% 91
2020
Q1 		– Sell
-6,620
Closed -$204K – 100
2019
Q4 		$204K Hold
6,620
– – 0.06% 124
2019
Q3 		$207K Buy
+6,620
New +$188K 0.06% 102
2018
Q3 		– Sell
-6,130
Closed -$149K – 116
2018
Q2 		$149K Hold
6,130
– – 0.09% 117
2018
Q1 		$144K Hold
6,130
– – 0.08% 117
2017
Q4 		$157K Buy
+6,130
New +$159K 0.09% 107

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Pathway Financial Advisors's AVGO Position: Q3 2026 in Review

Pathway Financial Advisors held its Broadcom (AVGO) position steady in Q3 2026 at 2,960 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #68.

Pathway Financial Advisors first reported a position in AVGO in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.01M in Q4 2024. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Pathway Financial Advisors held 2,960 shares of Broadcom worth $1.04M as of Q3 2026.
  • Pathway Financial Advisors left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.11% of Pathway Financial Advisors's portfolio in Q3 2026, its #68 holding.
  • Pathway Financial Advisors first reported a position in Broadcom in Q4 2017 and has held it in 29 quarters since.
  • Pathway Financial Advisors's Broadcom position peaked at $2.01M in Q4 2024.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.