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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
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 Sell
1,667
-13,403
-89% -$2.15M 0.07% 202
2024
Q2 		$258K Buy
+15,070
New +$2.11M 0.08% 180

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Maia Wealth's AVGO Position: Q1 2026 in Review

Maia Wealth increased its Broadcom (AVGO) stake by 23% in Q1 2026, buying an estimated $916K and bringing the position to 14,825 shares worth $4.59M. The position accounts for 0.78% of the portfolio, ranked #29.

Maia Wealth first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Maia Wealth held 14,825 shares of Broadcom worth $4.59M as of Q1 2026.
  • Maia Wealth bought 2,785 Broadcom shares in Q1 2026, an estimated $916K.
  • Broadcom made up 0.78% of Maia Wealth's portfolio in Q1 2026, its #29 holding.
  • Maia Wealth first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.