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Medallion Wealth Advisors’s Broadcom AVGO Stock Holding History

Medallion Wealth Advisors’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 		$1.56M Sell
4,131
-171
-4% -$68.6K 0.49% 54
2026
Q1 		$1.33M Buy
4,302
+338
+9% +$111K 0.43% 54
2025
Q4 		$1.37M Sell
3,964
-155
-4% -$55.4K 0.46% 57
2025
Q3 		$1.36M Buy
4,119
+8
+0.2% +$2.45K 0.48% 50
2025
Q2 		$1.1M Buy
4,111
+22
+0.5% +$4.78K 0.42% 58
2025
Q1 		$688K Buy
4,089
+45
+1% +$9.52K 0.31% 77
2024
Q4 		$898K Buy
+4,044
New +$748K 0.45% 51

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Medallion Wealth Advisors's AVGO Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Broadcom (AVGO) stake by 4% in Q2 2026, selling an estimated $68.6K and leaving 4,131 shares worth $1.56M. The position accounts for 0.49% of the portfolio, ranked #54.

Medallion Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Medallion Wealth Advisors held 4,131 shares of Broadcom worth $1.56M as of Q2 2026.
  • Medallion Wealth Advisors sold 171 Broadcom shares in Q2 2026, an estimated $68.6K.
  • Broadcom made up 0.49% of Medallion Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Medallion Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.