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Marin Bay Wealth Advisors’s Broadcom AVGO Stock Holding History

Marin Bay Wealth Advisors’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 		$3.27M Buy
8,654
+706
+9% +$283K 1.76% 11
2026
Q1 		$2.46M Buy
7,948
+127
+2% +$41.8K 1.48% 16
2025
Q4 		$2.71M Buy
+7,821
New +$2.8M 1.55% 15

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

Marin Bay Wealth Advisors's AVGO Position: Q2 2026 in Review

Marin Bay Wealth Advisors increased its Broadcom (AVGO) stake by 8.9% in Q2 2026, buying an estimated $283K and bringing the position to 8,654 shares worth $3.27M. The position accounts for 1.76% of the portfolio, ranked #11.

Marin Bay Wealth Advisors first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Marin Bay Wealth Advisors held 8,654 shares of Broadcom worth $3.27M as of Q2 2026.
  • Marin Bay Wealth Advisors bought 706 Broadcom shares in Q2 2026, an estimated $283K.
  • Broadcom made up 1.76% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Marin Bay Wealth Advisors first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.