Orca Wealth Management’s Broadcom AVGO Stock Holding History

Orca 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	$5.6M	Buy	15,943 +18	+0.1%	+$6.78K	3.34%	9
2026 Q2	$6.02M	Sell	15,925 -298	-2%	-$119K	3.61%	8
2026 Q1	$5.02M	Sell	16,223 -212	-1%	-$69.8K	3.57%	8
2025 Q4	$5.23M	Sell	16,435 -111	-0.7%	-$39.7K	3.75%	7
2025 Q3	$5.46M	Sell	16,546 -233	-1%	-$71.5K	4.13%	5
2025 Q2	$4.63M	Sell	16,779 -287	-2%	-$62.3K	3.9%	8
2025 Q1	$2.86M	Sell	17,066 -33	-0.2%	-$6.98K	2.56%	12
2024 Q4	$3.96M	Buy	+17,099	New	+$3.16M	3.57%	6

Other funds holding AVGO

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Orca Wealth Management increased its Broadcom (AVGO) stake by 0.11% in Q3 2026, buying an estimated $6.78K and bringing the position to 15,943 shares worth $5.6M. The position accounts for 3.34% of the portfolio, ranked #9.

Orca Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.02M in Q2 2026. 2,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Orca Wealth Management held 15,943 shares of Broadcom worth $5.6M as of Q3 2026.
Orca Wealth Management bought 18 Broadcom shares in Q3 2026, an estimated $6.78K.
Broadcom made up 3.34% of Orca Wealth Management's portfolio in Q3 2026, its #9 holding.
Orca Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Broadcom position peaked at $6.02M in Q2 2026.
2,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.