MWM
AVGO icon

Marion Wealth Management’s Broadcom AVGO Stock Holding History

Marion 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 		$1.82M Sell
4,817
-444
-8% -$178K 0.37% 62
2026
Q1 		$1.63M Buy
5,261
+1,501
+40% +$494K 0.36% 66
2025
Q4 		$1.2M Buy
3,760
+15
+0.4% +$5.36K 0.27% 74
2025
Q3 		$1.24M Buy
3,745
+1
+0% +$307 0.29% 71
2025
Q2 		$1.03M Buy
3,744
+501
+15% +$109K 0.26% 73
2025
Q1 		$543K Buy
3,243
+313
+11% +$66.2K 0.15% 87
2024
Q4 		$679K Buy
2,930
+1,000
+52% +$185K 0.18% 81
2024
Q3 		$333K Hold
1,930
– – 0.09% 106
2024
Q2 		$310K Buy
1,930
+20
+1% +$2.8K 0.09% 105
2024
Q1 		$253K Buy
+1,910
New +$237K 0.08% 113

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Marion Wealth Management reduced its Broadcom (AVGO) stake by 8.4% in Q2 2026, selling an estimated $178K and leaving 4,817 shares worth $1.82M. The position accounts for 0.37% of the portfolio, ranked #62.

Marion Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 833 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Marion Wealth Management held 4,817 shares of Broadcom worth $1.82M as of Q2 2026.
  • Marion Wealth Management sold 444 Broadcom shares in Q2 2026, an estimated $178K.
  • Broadcom made up 0.37% of Marion Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Marion Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 833 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.