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Pettinga Financial Advisors’s Broadcom AVGO Stock Holding History

Pettinga 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 		$1M Hold
2,653
– – 0.16% 72
2026
Q1 		$821K Hold
2,653
– – 0.15% 82
2025
Q4 		$918K Buy
2,653
+25
+1% +$8.94K 0.17% 76
2025
Q3 		$867K Sell
2,628
-55
-2% -$16.9K 0.17% 76
2025
Q2 		$740K Buy
2,683
+71
+3% +$15.4K 0.16% 72
2025
Q1 		$437K Sell
2,612
-32
-1% -$6.77K 0.1% 87
2024
Q4 		$613K Sell
2,644
-267
-9% -$49.4K 0.14% 72
2024
Q3 		$502K Sell
2,911
-9
-0.3% -$1.44K 0.12% 79
2024
Q2 		$468K Buy
2,920
+220
+8% +$30.8K 0.12% 74
2024
Q1 		$357K Buy
2,700
+230
+9% +$28.5K 0.09% 90
2023
Q4 		$276K Buy
+2,470
New +$234K 0.07% 102

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

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

Pettinga Financial Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 2,653 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #72.

Pettinga Financial Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pettinga Financial Advisors held 2,653 shares of Broadcom worth $1M as of Q2 2026.
  • Pettinga Financial Advisors left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.16% of Pettinga Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Pettinga Financial Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.