Moran Wealth Management
AVGO icon

Moran Wealth Management’s Broadcom AVGO Stock Holding History

Moran Wealth Management’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
Q3 		$61.5M Buy
175,188
+391
+0.2% +$147K 1.69% 2
2026
Q2 		$66M Sell
174,797
-14,489
-8% -$5.81M 1.8% 1
2026
Q1 		$58.6M Sell
189,286
-15,837
-8% -$5.21M 1.79% 1
2025
Q4 		$71M Sell
205,123
-23,066
-10% -$8.25M 2.18% 1
2025
Q3 		$75.3M Sell
228,189
-46,145
-17% -$14.2M 2.27% 1
2025
Q2 		$75.6M Sell
274,334
-11,744
-4% -$2.55M 2.33% 1
2025
Q1 		$47.9M Buy
286,078
+21,093
+8% +$4.46M 1.61% 3
2024
Q4 		$61.4M Sell
264,985
-6,744
-2% -$1.25M 1.96% 2
2024
Q3 		$46.9M Sell
271,729
-6,411
-2% -$1.03M 1.44% 7
2024
Q2 		$44.7M Sell
278,140
-3,040
-1% -$426K 1.47% 9
2024
Q1 		$37.3M Buy
281,180
+21,720
+8% +$2.69M 1.21% 11
2023
Q4 		$29M Buy
259,460
+63,680
+33% +$6.03M 1.03% 16
2023
Q3 		$16.3M Sell
195,780
-6,750
-3% -$585K 0.63% 52
2023
Q2 		$17.6M Buy
202,530
+1,260
+0.6% +$89.9K 0.66% 53
2023
Q1 		$12.9M Buy
+201,270
New +$12.1M 0.49% 79

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Moran Wealth Management's AVGO Position: Q3 2026 in Review

Moran Wealth Management increased its Broadcom (AVGO) stake by 0.22% in Q3 2026, buying an estimated $147K and bringing the position to 175,188 shares worth $61.5M. The position accounts for 1.69% of the portfolio, ranked #2.

Moran Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 15 quarters since. The position peaked at $75.6M in Q2 2025. 1,577 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Moran Wealth Management held 175,188 shares of Broadcom worth $61.5M as of Q3 2026.
  • Moran Wealth Management bought 391 Broadcom shares in Q3 2026, an estimated $147K.
  • Broadcom made up 1.69% of Moran Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Moran Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 15 quarters since.
  • Moran Wealth Management's Broadcom position peaked at $75.6M in Q2 2025.
  • 1,577 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.