MFG
AVGO icon

Merit Financial Group’s Broadcom AVGO Stock Holding History

Merit Financial Group’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 		$116M Buy
307,469
+23,776
+8% +$9.53M 0.71% 32
2026
Q1 		$87.8M Buy
283,693
+31,684
+13% +$10.4M 0.65% 33
2025
Q4 		$87.2M Buy
252,009
+42,345
+20% +$15.1M 0.7% 31
2025
Q3 		$69.2M Buy
209,664
+3,835
+2% +$1.18M 0.64% 34
2025
Q2 		$56.7M Buy
205,829
+77,265
+60% +$16.8M 0.63% 33
2025
Q1 		$21.5M Buy
128,564
+17,326
+16% +$3.67M 0.32% 58
2024
Q4 		$25.8M Buy
111,238
+49,183
+79% +$9.1M 0.46% 39
2024
Q3 		$10.7M Sell
62,055
-24,155
-28% -$3.87M 0.24% 71
2024
Q2 		$13.8M Buy
86,210
+24,790
+40% +$3.47M 0.31% 58
2024
Q1 		$7.85M Buy
61,420
+29,950
+95% +$3.71M 0.19% 91
2023
Q4 		$3.51M Sell
31,470
-24,910
-44% -$2.36M 0.11% 131
2023
Q3 		$4.68M Sell
56,380
-830
-1% -$71.9K 0.15% 102
2023
Q2 		$4.96M Buy
57,210
+23,560
+70% +$1.68M 0.16% 98
2023
Q1 		$2.16M Buy
33,650
+4,840
+17% +$291K 0.08% 196
2022
Q4 		$1.61M Sell
28,810
-9,200
-24% -$461K 0.06% 225
2022
Q3 		$1.69M Sell
38,010
-20,930
-36% -$1.07M 0.07% 176
2022
Q2 		$2.86M Buy
58,940
+36,110
+158% +$2.03M 0.09% 142
2022
Q1 		$1.44M Buy
22,830
+11,280
+98% +$670K 0.09% 128
2021
Q4 		$768K Buy
+11,550
New +$649K 0.08% 130

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Merit Financial Group's AVGO Position: Q2 2026 in Review

Merit Financial Group increased its Broadcom (AVGO) stake by 8.4% in Q2 2026, buying an estimated $9.53M and bringing the position to 307,469 shares worth $116M. The position accounts for 0.71% of the portfolio, ranked #32.

Merit Financial Group first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Merit Financial Group held 307,469 shares of Broadcom worth $116M as of Q2 2026.
  • Merit Financial Group bought 23,776 Broadcom shares in Q2 2026, an estimated $9.53M.
  • Broadcom made up 0.71% of Merit Financial Group's portfolio in Q2 2026, its #32 holding.
  • Merit Financial Group first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.