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Petra Financial Advisors’s Broadcom AVGO Stock Holding History

Petra 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 		$1.8M Buy
4,757
+815
+21% +$327K 0.83% 30
2026
Q1 		$1.22M Sell
3,942
-1,276
-24% -$420K 0.75% 40
2025
Q4 		$1.81M Sell
5,218
-11
-0.2% -$3.93K 1.06% 25
2025
Q3 		$1.73M Sell
5,229
-73
-1% -$22.4K 1.01% 24
2025
Q2 		$1.46M Buy
5,302
+2,958
+126% +$642K 0.93% 28
2025
Q1 		$392K Sell
2,344
-8,052
-77% -$1.7M 0.32% 71
2024
Q4 		$2.41M Buy
10,396
+38
+0.4% +$7.03K 1.64% 13
2024
Q3 		$1.79M Sell
10,358
-92
-0.9% -$14.7K 1.18% 19
2024
Q2 		$1.68M Buy
10,450
+280
+3% +$39.2K 1.21% 22
2024
Q1 		$1.33M Buy
10,170
+370
+4% +$45.8K 0.98% 32
2023
Q4 		$1.09M Sell
9,800
-590
-6% -$55.9K 0.91% 34
2023
Q3 		$863K Buy
+10,390
New +$901K 0.72% 40

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

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

Petra Financial Advisors increased its Broadcom (AVGO) stake by 21% in Q2 2026, buying an estimated $327K and bringing the position to 4,757 shares worth $1.8M. The position accounts for 0.83% of the portfolio, ranked #30.

Petra Financial Advisors first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.41M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Petra Financial Advisors held 4,757 shares of Broadcom worth $1.8M as of Q2 2026.
  • Petra Financial Advisors bought 815 Broadcom shares in Q2 2026, an estimated $327K.
  • Broadcom made up 0.83% of Petra Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Petra Financial Advisors first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • Petra Financial Advisors's Broadcom position peaked at $2.41M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.