Petros Family Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$913K Sell
2,418
-89
-4% -$35.7K 0.56% 49
2026
Q1
$776K Sell
2,507
-905
-27% -$298K 0.55% 50
2025
Q4
$1.18M Sell
3,412
-734
-18% -$262K 0.79% 38
2025
Q3
$1.37M Buy
4,146
+1,254
+43% +$385K 1.14% 21
2025
Q2
$797K Buy
2,892
+78
+3% +$16.9K 0.73% 38
2025
Q1
$471K Buy
2,814
+266
+10% +$56.3K 0.52% 58
2024
Q4
$591K Buy
+2,548
New +$471K 0.64% 43

Other funds holding AVGO

Petros Family Wealth's AVGO Position: Q2 2026 in Review

Petros Family Wealth reduced its Broadcom (AVGO) stake by 3.6% in Q2 2026, selling an estimated $35.7K and leaving 2,418 shares worth $913K. The position accounts for 0.56% of the portfolio, ranked #49.

Petros Family Wealth first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q3 2025. 1,757 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Petros Family Wealth held 2,418 shares of Broadcom worth $913K as of Q2 2026.
  • Petros Family Wealth sold 89 Broadcom shares in Q2 2026, an estimated $35.7K.
  • Broadcom made up 0.56% of Petros Family Wealth's portfolio in Q2 2026, its #49 holding.
  • Petros Family Wealth first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Petros Family Wealth's Broadcom position peaked at $1.37M in Q3 2025.
  • 1,757 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.