MAI Capital Management’s Broadcom AVGO Stock Holding History

MAI Capital Management’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	–	Hold	0	–	–	–	862
2026 Q1	–	Hold	0	–	–	–	737
2025 Q4	–	Hold	0	–	–	–	675
2025 Q3	–	Hold	0	–	–	–	816
2025 Q2	–	Hold	0	–	–	–	692
2025 Q1	–	Hold	0	–	–	–	810
2024 Q4	–	Hold	0	–	–	–	854
2024 Q1	–	Sell	-9,000	Closed	-$1M	–	1234
2023 Q4	$1M	Sell	9,000 -1,000	-10%	-$94.7K	0.01%	460
2023 Q3	$831K	Buy	10,000 +9,000	+900%	+$780K	0.01%	477
2023 Q2	$86.7K	Buy	+1,000	New	+$71.3K	﹤0.01%	1004

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MAI Capital Management's AVGO Position: Q2 2026 in Review

MAI Capital Management increased its Broadcom (AVGO) stake by 9.8% in Q2 2026, buying an estimated $23.9M and bringing the position to 666,214 shares worth $252M. The position accounts for 0.95% of the portfolio, ranked #19.

MAI Capital Management first reported a position in AVGO in Q4 2017 and has held it in 35 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

MAI Capital Management held 666,214 shares of Broadcom worth $252M as of Q2 2026.
MAI Capital Management bought 59,726 Broadcom shares in Q2 2026, an estimated $23.9M.
Broadcom made up 0.95% of MAI Capital Management's portfolio in Q2 2026, its #19 holding.
MAI Capital Management first reported a position in Broadcom in Q4 2017 and has held it in 35 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.