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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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Orca Wealth Management reduced its Broadcom (AVGO) stake by 1.8% in Q2 2026, selling an estimated $119K and leaving 15,925 shares worth $6.02M. The position accounts for 3.61% of the portfolio, ranked #8.

Orca Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Orca Wealth Management held 15,925 shares of Broadcom worth $6.02M as of Q2 2026.
  • Orca Wealth Management sold 298 Broadcom shares in Q2 2026, an estimated $119K.
  • Broadcom made up 3.61% of Orca Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Orca Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.