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Pinion Investment Advisors’s Broadcom AVGO Stock Holding History

Pinion Investment 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 		$2.98M Buy
7,898
+805
+11% +$323K 0.57% 33
2026
Q1 		$2.2M Sell
7,093
-79
-1% -$26K 0.51% 38
2025
Q4 		$2.48M Buy
7,172
+489
+7% +$175K 0.61% 35
2025
Q3 		$2.37M Sell
6,683
-3,884
-37% -$1.19M 0.65% 32
2025
Q2 		$2.91M Sell
10,567
-19,445
-65% -$4.22M 1% 21
2025
Q1 		$5.02M Buy
30,012
+14,804
+97% +$3.13M 1.11% 19
2024
Q4 		$3.53M Sell
15,208
-776
-5% -$144K 1.4% 11
2024
Q3 		$2.76M Buy
15,984
+784
+5% +$126K 1.15% 15
2024
Q2 		$2.44M Buy
15,200
+400
+3% +$56.1K 1.21% 14
2024
Q1 		$1.96M Buy
14,800
+490
+3% +$60.7K 1.02% 15
2023
Q4 		$1.6M Sell
14,310
-1,800
-11% -$170K 0.96% 18
2023
Q3 		$1.34M Buy
16,110
+1,440
+10% +$125K 0.87% 19
2023
Q2 		$1.27M Buy
14,670
+2,840
+24% +$203K 0.86% 18
2023
Q1 		$759K Buy
+11,830
New +$712K 0.71% 28
2022
Q2 		– Sell
-3,390
Closed -$213K – 158
2022
Q1 		$213K Buy
3,390
+300
+10% +$17.8K 0.15% 159
2021
Q4 		$206K Buy
+3,090
New +$174K 0.14% 154

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

Pinion Investment Advisors's AVGO Position: Q2 2026 in Review

Pinion Investment Advisors increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $323K and bringing the position to 7,898 shares worth $2.98M. The position accounts for 0.57% of the portfolio, ranked #33.

Pinion Investment Advisors first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.02M in Q1 2025. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pinion Investment Advisors held 7,898 shares of Broadcom worth $2.98M as of Q2 2026.
  • Pinion Investment Advisors bought 805 Broadcom shares in Q2 2026, an estimated $323K.
  • Broadcom made up 0.57% of Pinion Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Pinion Investment Advisors first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
  • Pinion Investment Advisors's Broadcom position peaked at $5.02M in Q1 2025.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.