Meritas Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$393K Buy
+1,040
New +$417K 0.15% 46

Other funds holding AVGO

Meritas Wealth Management's AVGO Position: Q2 2026 in Review

Meritas Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 1,040 shares worth $393K. The stake represents 0.15% of the portfolio and ranks #46 among its holdings.

2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Meritas Wealth Management held 1,040 shares of Broadcom worth $393K as of Q2 2026.
  • Broadcom was a new Meritas Wealth Management position in Q2 2026.
  • Broadcom made up 0.15% of Meritas Wealth Management's portfolio in Q2 2026, its #46 holding.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.