MWM
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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
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

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

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

Moran Wealth Management reduced its Broadcom (AVGO) stake by 7.7% in Q2 2026, selling an estimated $5.81M and leaving 174,797 shares worth $66M. The position accounts for 1.8% of the portfolio, ranked #1.

Moran Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. The position peaked at $75.6M in Q2 2025. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Moran Wealth Management held 174,797 shares of Broadcom worth $66M as of Q2 2026.
  • Moran Wealth Management sold 14,489 Broadcom shares in Q2 2026, an estimated $5.81M.
  • Broadcom made up 1.8% of Moran Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Moran Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • Moran Wealth Management's Broadcom position peaked at $75.6M in Q2 2025.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.