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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
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 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 $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

Maia Wealth's AVGO Position: Q2 2026 in Review

Maia Wealth increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $112K and bringing the position to 15,104 shares worth $5.71M. The position accounts for 0.84% of the portfolio, ranked #25.

Maia Wealth first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,840 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Maia Wealth held 15,104 shares of Broadcom worth $5.71M as of Q2 2026.
  • Maia Wealth bought 279 Broadcom shares in Q2 2026, an estimated $112K.
  • Broadcom made up 0.84% of Maia Wealth's portfolio in Q2 2026, its #25 holding.
  • Maia Wealth first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,840 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.