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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Pathway Financial Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 2,960 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #67.

Pathway Financial Advisors first reported a position in AVGO in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.01M in Q4 2024. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pathway Financial Advisors held 2,960 shares of Broadcom worth $1.07M as of Q2 2026.
  • Pathway Financial Advisors left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.12% of Pathway Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Pathway Financial Advisors first reported a position in Broadcom in Q4 2017 and has held it in 28 quarters since.
  • Pathway Financial Advisors's Broadcom position peaked at $2.01M in Q4 2024.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.