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Premier Path Wealth Partners’s Broadcom AVGO Stock Holding History

Premier Path Wealth Partners’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 		$14.3M Buy
37,838
+1,366
+4% +$548K 1.64% 8
2026
Q1 		$11.3M Buy
36,472
+2,623
+8% +$863K 1.47% 8
2025
Q4 		$11.7M Buy
33,849
+662
+2% +$237K 1.51% 9
2025
Q3 		$10.9M Buy
33,187
+204
+0.6% +$62.6K 1.41% 13
2025
Q2 		$9.09M Buy
32,983
+220
+0.7% +$47.8K 1.27% 16
2025
Q1 		$5.49M Buy
32,763
+55
+0.2% +$11.6K 0.85% 29
2024
Q4 		$7.58M Sell
32,708
-395
-1% -$73.1K 1.16% 17
2024
Q3 		$5.71M Buy
33,103
+813
+3% +$130K 0.9% 22
2024
Q2 		$5.18M Sell
32,290
-150
-0.5% -$21K 0.88% 23
2024
Q1 		$4.3M Sell
32,440
-1,910
-6% -$237K 0.81% 29
2023
Q4 		$3.74M Buy
+34,350
New +$3.25M 0.83% 27

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

Premier Path Wealth Partners's AVGO Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Broadcom (AVGO) stake by 3.7% in Q2 2026, buying an estimated $548K and bringing the position to 37,838 shares worth $14.3M. The position accounts for 1.64% of the portfolio, ranked #8.

Premier Path Wealth Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Premier Path Wealth Partners held 37,838 shares of Broadcom worth $14.3M as of Q2 2026.
  • Premier Path Wealth Partners bought 1,366 Broadcom shares in Q2 2026, an estimated $548K.
  • Broadcom made up 1.64% of Premier Path Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Premier Path Wealth Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.