Marquette Asset Management’s Broadcom AVGO Stock Holding History

Marquette 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	$85.8K	Sell	227 -156	-41%	-$62.5K	0.01%	141
2026 Q1	$119K	Buy	383 +6	+2%	+$1.97K	0.02%	66
2025 Q4	$130K	Hold	377	–	–	0.02%	69
2025 Q3	$124K	Buy	+377	New	+$116K	0.02%	70
2023 Q4	–	Sell	-80	Closed	-$6.64K	–	206
2023 Q3	$6.64K	Hold	80	–	–	﹤0.01%	236
2023 Q2	$6.94K	Buy	+80	New	+$5.71K	﹤0.01%	249
2022 Q3	–	Sell	-20	Closed	-$1K	–	246
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	240
2022 Q1	$1K	Buy	+20	New	+$1.19K	﹤0.01%	277
2020 Q1	–	Sell	-1,000	Closed	-$32K	–	244
2019 Q4	$32K	Hold	1,000	–	–	0.01%	157
2019 Q3	$28K	Buy	+1,000	New	+$28.4K	0.01%	181

Other funds holding AVGO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Marquette Asset Management reduced its Broadcom (AVGO) stake by 41% in Q2 2026, selling an estimated $62.5K and leaving 227 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #141.

Marquette Asset Management first reported a position in AVGO in Q3 2019 and has held it in 10 quarters since. The position peaked at $130K in Q4 2025. 2,222 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Marquette Asset Management held 227 shares of Broadcom worth $85.8K as of Q2 2026.
Marquette Asset Management sold 156 Broadcom shares in Q2 2026, an estimated $62.5K.
Broadcom made up 0.01% of Marquette Asset Management's portfolio in Q2 2026, its #141 holding.
Marquette Asset Management first reported a position in Broadcom in Q3 2019 and has held it in 10 quarters since.
Marquette Asset Management's Broadcom position peaked at $130K in Q4 2025.
2,222 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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