MQWP
AVGO icon

Morey & Quinn Wealth Partners’s Broadcom AVGO Stock Holding History

Morey & Quinn Wealth Partners’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 		$338K Buy
894
+38
+4% +$15.2K 0.22% 101
2026
Q1 		$265K Buy
856
+91
+12% +$29.9K 0.19% 109
2025
Q4 		$265K Sell
765
-16
-2% -$5.72K 0.19% 110
2025
Q3 		$258K Buy
781
+26
+3% +$7.98K 0.19% 112
2025
Q2 		$208K Buy
+755
New +$164K 0.17% 123

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morey & Quinn Wealth Partners's AVGO Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its Broadcom (AVGO) stake by 4.4% in Q2 2026, buying an estimated $15.2K and bringing the position to 894 shares worth $338K. The position accounts for 0.22% of the portfolio, ranked #101.

Morey & Quinn Wealth Partners first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 2,967 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Morey & Quinn Wealth Partners held 894 shares of Broadcom worth $338K as of Q2 2026.
  • Morey & Quinn Wealth Partners bought 38 Broadcom shares in Q2 2026, an estimated $15.2K.
  • Broadcom made up 0.22% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Morey & Quinn Wealth Partners first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 2,967 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.