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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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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 $77B 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return