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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
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
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

Maridea Wealth Management's AVGO Position: Q1 2026 in Review

Maridea Wealth Management reduced its Broadcom (AVGO) stake by 8.4% in Q1 2026, selling an estimated $155K and leaving 5,150 shares worth $1.59M. The position accounts for 0.23% of the portfolio, ranked #109.

Maridea Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.32M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Maridea Wealth Management held 5,150 shares of Broadcom worth $1.59M as of Q1 2026.
  • Maridea Wealth Management sold 471 Broadcom shares in Q1 2026, an estimated $155K.
  • Broadcom made up 0.23% of Maridea Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Maridea Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Broadcom position peaked at $2.32M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.