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Richard W. Paul & Associates’s Broadcom AVGO Stock Holding History

Richard W. Paul & Associates’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 		$1.94M Buy
5,124
+19
+0.4% +$7.62K 0.59% 40
2026
Q1 		$1.58M Buy
5,105
+91
+2% +$29.9K 0.53% 44
2025
Q4 		$1.74M Sell
5,014
-443
-8% -$158K 0.58% 36
2025
Q3 		$1.8M Sell
5,457
-758
-12% -$233K 0.61% 36
2025
Q2 		$1.71M Sell
6,215
-1,202
-16% -$261K 0.62% 35
2025
Q1 		$1.24M Sell
7,417
-2,006
-21% -$425K 0.49% 43
2024
Q4 		$2.18M Sell
9,423
-641
-6% -$119K 0.8% 28
2024
Q3 		$1.74M Sell
10,064
-596
-6% -$95.5K 0.62% 37
2024
Q2 		$1.71M Sell
10,660
-330
-3% -$46.2K 0.66% 36
2024
Q1 		$1.46M Sell
10,990
-2,230
-17% -$276K 0.58% 42
2023
Q4 		$1.48M Sell
13,220
-440
-3% -$41.7K 0.62% 40
2023
Q3 		$1.13M Sell
13,660
-2,100
-13% -$182K 0.52% 46
2023
Q2 		$1.37M Sell
15,760
-90
-0.6% -$6.42K 0.6% 45
2023
Q1 		$1.02M Buy
15,850
+990
+7% +$59.6K 0.47% 58
2022
Q4 		$831K Buy
+14,860
New +$745K 0.42% 66

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

Richard W. Paul & Associates's AVGO Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Broadcom (AVGO) stake by 0.37% in Q2 2026, buying an estimated $7.62K and bringing the position to 5,124 shares worth $1.94M. The position accounts for 0.59% of the portfolio, ranked #40.

Richard W. Paul & Associates first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.18M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Richard W. Paul & Associates held 5,124 shares of Broadcom worth $1.94M as of Q2 2026.
  • Richard W. Paul & Associates bought 19 Broadcom shares in Q2 2026, an estimated $7.62K.
  • Broadcom made up 0.59% of Richard W. Paul & Associates's portfolio in Q2 2026, its #40 holding.
  • Richard W. Paul & Associates first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Broadcom position peaked at $2.18M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.