Marotta Asset Management’s Broadcom AVGO Stock Holding History

Marotta Asset 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	$275K	Buy	745 +16	+2%	+$6.42K	0.05%	89
2026 Q1	$229K	Hold	729	–	–	0.04%	98
2025 Q4	$252K	Sell	729 -74	-9%	-$26.5K	0.05%	91
2025 Q3	$268K	Hold	803	–	–	0.05%	88
2025 Q2	$221K	Buy	+803	New	+$174K	0.04%	92
2025 Q1	–	Sell	-963	Closed	-$223K	–	112
2024 Q4	$223K	Buy	+963	New	+$178K	0.05%	102

Other funds holding AVGO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Marotta Asset Management's AVGO Position: Q2 2026 in Review

Marotta Asset Management increased its Broadcom (AVGO) stake by 2.2% in Q2 2026, buying an estimated $6.42K and bringing the position to 745 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #89.

Marotta Asset Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 2,471 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Marotta Asset Management held 745 shares of Broadcom worth $275K as of Q2 2026.
Marotta Asset Management bought 16 Broadcom shares in Q2 2026, an estimated $6.42K.
Broadcom made up 0.05% of Marotta Asset Management's portfolio in Q2 2026, its #89 holding.
Marotta Asset Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
2,471 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.