Marion Wealth Management
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
Q3 		$1.71M Buy
4,878
+61
+1% +$23K 0.34% 63
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Marion Wealth Management's AVGO Position: Q3 2026 in Review

Marion Wealth Management increased its Broadcom (AVGO) stake by 1.3% in Q3 2026, buying an estimated $23K and bringing the position to 4,878 shares worth $1.71M. The position accounts for 0.34% of the portfolio, ranked #63.

Marion Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.82M in Q2 2026. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Marion Wealth Management held 4,878 shares of Broadcom worth $1.71M as of Q3 2026.
  • Marion Wealth Management bought 61 Broadcom shares in Q3 2026, an estimated $23K.
  • Broadcom made up 0.34% of Marion Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Marion Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
  • Marion Wealth Management's Broadcom position peaked at $1.82M in Q2 2026.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.