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Marshall Financial Group (Maryland)’s Broadcom AVGO Stock Holding History

Marshall Financial Group (Maryland)’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 		$5.83M Sell
15,444
-501
-3% -$201K 0.85% 20
2026
Q1 		$4.94M Buy
15,945
+214
+1% +$70.4K 0.79% 23
2025
Q4 		$5.44M Sell
15,731
-4,782
-23% -$1.71M 1.06% 16
2025
Q3 		$6.77M Buy
20,513
+98
+0.5% +$30.1K 1.32% 15
2025
Q2 		$5.6M Sell
20,415
-1,611
-7% -$350K 1.1% 17
2025
Q1 		$3.69M Sell
22,026
-475
-2% -$101K 0.81% 21
2024
Q4 		$5.22M Sell
22,501
-1,291
-5% -$239K 1.26% 15
2024
Q3 		$4.1M Sell
23,792
-188
-0.8% -$30.1K 0.98% 19
2024
Q2 		$3.85M Sell
23,980
-2,970
-11% -$416K 1.08% 18
2024
Q1 		$3.57M Buy
26,950
+580
+2% +$71.9K 1.03% 17
2023
Q4 		$2.94M Sell
26,370
-870
-3% -$82.4K 0.95% 21
2023
Q3 		$2.26M Sell
27,240
-880
-3% -$76.3K 0.82% 28
2023
Q2 		$2.44M Buy
28,120
+5,140
+22% +$367K 0.83% 29
2023
Q1 		$1.47M Buy
22,980
+13,200
+135% +$794K 0.53% 51
2022
Q4 		$547K Sell
9,780
-1,050
-10% -$52.6K 0.21% 122
2022
Q3 		$481K Sell
10,830
-570
-5% -$29.1K 0.2% 130
2022
Q2 		$554K Sell
11,400
-1,020
-8% -$57.3K 0.22% 131
2022
Q1 		$782K Sell
12,420
-430
-3% -$25.5K 0.32% 116
2021
Q4 		$855K Sell
12,850
-1,560
-11% -$87.7K 0.32% 117
2021
Q3 		$699K Sell
14,410
-280
-2% -$13.6K 0.36% 103
2021
Q2 		$700K Sell
14,690
-440
-3% -$20.4K 0.38% 90
2021
Q1 		$702K Sell
15,130
-1,720
-10% -$79.5K 0.42% 81
2020
Q4 		$738K Buy
+16,850
New +$657K 0.48% 74

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
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
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

Marshall Financial Group (Maryland)'s AVGO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Broadcom (AVGO) stake by 3.1% in Q2 2026, selling an estimated $201K and leaving 15,444 shares worth $5.83M. The position accounts for 0.85% of the portfolio, ranked #20.

Marshall Financial Group (Maryland) first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.77M in Q3 2025. 1,490 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 15,444 shares of Broadcom worth $5.83M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 501 Broadcom shares in Q2 2026, an estimated $201K.
  • Broadcom made up 0.85% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #20 holding.
  • Marshall Financial Group (Maryland) first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Broadcom position peaked at $6.77M in Q3 2025.
  • 1,490 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.