Maia Wealth
AVGO icon

Maia Wealth’s Broadcom AVGO Stock Holding History

Maia Wealth’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
Q3 		$6.39M Buy
18,205
+3,101
+21% +$1.17M 0.88% 26
2026
Q2 		$5.71M Buy
15,104
+279
+2% +$112K 0.84% 25
2026
Q1 		$4.59M Buy
14,825
+2,785
+23% +$916K 0.78% 29
2025
Q4 		$3.99M Buy
12,040
+1,944
+19% +$695K 0.68% 33
2025
Q3 		$3.62M Buy
10,096
+2,701
+37% +$829K 0.61% 38
2025
Q2 		$2.04M Buy
7,395
+4,006
+118% +$870K 0.39% 69
2025
Q1 		$605K Buy
3,389
+190
+6% +$40.2K 0.14% 157
2024
Q4 		$647K Buy
3,199
+1,532
+92% +$283K 0.14% 142
2024
Q3 		$286K Buy
1,667
+160
+11% +$25.7K 0.07% 202
2024
Q2 		$258K Buy
+1,507
New +$211K 0.08% 180

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Maia Wealth's AVGO Position: Q3 2026 in Review

Maia Wealth increased its Broadcom (AVGO) stake by 21% in Q3 2026, buying an estimated $1.17M and bringing the position to 18,205 shares worth $6.39M. The position accounts for 0.88% of the portfolio, ranked #26.

Maia Wealth first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. 2,799 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Maia Wealth held 18,205 shares of Broadcom worth $6.39M as of Q3 2026.
  • Maia Wealth bought 3,101 Broadcom shares in Q3 2026, an estimated $1.17M.
  • Broadcom made up 0.88% of Maia Wealth's portfolio in Q3 2026, its #26 holding.
  • Maia Wealth first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
  • 2,799 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.