Monetta Financial Services’s Broadcom AVGO Stock Holding History

Monetta Financial Services’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	$1.89M	Sell	5,000 -2,400	-32%	-$962K	1.27%	21
2026 Q1	$2.29M	Hold	7,400	–	–	1.78%	13
2025 Q4	$2.56M	Hold	7,400	–	–	1.83%	13
2025 Q3	$2.44M	Buy	7,400 +1,400	+23%	+$429K	1.71%	14
2025 Q2	$1.65M	Buy	6,000 +1,000	+20%	+$217K	1.2%	21
2025 Q1	$837K	Hold	5,000	–	–	0.74%	40
2024 Q4	$1.16M	Sell	5,000 -2,000	-29%	-$370K	0.93%	25
2024 Q3	$1.21M	Buy	+7,000	New	+$1.12M	1.03%	20
2023 Q3	–	Sell	-10,000	Closed	-$867K	–	44
2023 Q2	$867K	Hold	10,000	–	–	0.85%	34
2023 Q1	$642K	Hold	10,000	–	–	0.69%	41
2022 Q4	$559K	Buy	+10,000	New	+$501K	0.64%	48
2017 Q4	–	Sell	-120,000	Closed	-$2.91M	–	43
2017 Q3	$2.91M	Hold	120,000	–	–	1.58%	23
2017 Q2	$2.8M	Buy	120,000 +20,000	+20%	+$464K	1.57%	23
2017 Q1	$2.19M	Buy	+100,000	New	+$2.06M	1.27%	24
2015 Q2	–	Sell	-70,000	Closed	-$889K	–	89
2015 Q1	$889K	Buy	+70,000	New	+$803K	0.47%	46

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Monetta Financial Services's AVGO Position: Q2 2026 in Review

Monetta Financial Services reduced its Broadcom (AVGO) stake by 32% in Q2 2026, selling an estimated $962K and leaving 5,000 shares worth $1.89M. The position accounts for 1.27% of the portfolio, ranked #21.

Monetta Financial Services first reported a position in AVGO in Q1 2015 and has held it in 15 quarters since. The position peaked at $2.91M in Q3 2017. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Monetta Financial Services held 5,000 shares of Broadcom worth $1.89M as of Q2 2026.
Monetta Financial Services sold 2,400 Broadcom shares in Q2 2026, an estimated $962K.
Broadcom made up 1.27% of Monetta Financial Services's portfolio in Q2 2026, its #21 holding.
Monetta Financial Services first reported a position in Broadcom in Q1 2015 and has held it in 15 quarters since.
Monetta Financial Services's Broadcom position peaked at $2.91M in Q3 2017.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Monetta Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.