Maridea Wealth Management’s Broadcom AVGO Stock Holding History

Maridea Wealth 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	$1.66M	Sell	4,384 -766	-15%	-$307K	0.18%	138
2026 Q1	$1.59M	Sell	5,150 -471	-8%	-$155K	0.23%	109
2025 Q4	$1.95M	Sell	5,621 -1,030	-15%	-$368K	0.29%	89
2025 Q3	$2.32M	Buy	6,651 +4,072	+158%	+$1.25M	0.36%	65
2025 Q2	$711K	Sell	2,579 -3,075	-54%	-$668K	0.19%	107
2025 Q1	$947K	Buy	5,654 +4,289	+314%	+$908K	0.31%	60
2024 Q4	$316K	Buy	+1,365	New	+$252K	0.1%	171

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

Maridea Wealth Management's AVGO Position: Q2 2026 in Review

Maridea Wealth Management reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $307K and leaving 4,384 shares worth $1.66M. The position accounts for 0.18% of the portfolio, ranked #138.

Maridea Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Maridea Wealth Management held 4,384 shares of Broadcom worth $1.66M as of Q2 2026.
Maridea Wealth Management sold 766 Broadcom shares in Q2 2026, an estimated $307K.
Broadcom made up 0.18% of Maridea Wealth Management's portfolio in Q2 2026, its #138 holding.
Maridea Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Broadcom position peaked at $2.32M in Q3 2025.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.