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Orion Capital Management’s Broadcom AVGO Stock Holding History

Orion Capital 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 		$779K Buy
2,061
+296
+17% +$119K 0.24% 71
2026
Q1 		$546K Buy
1,765
+2
+0.1% +$658 0.19% 76
2025
Q4 		$610K Buy
1,763
+448
+34% +$160K 0.21% 75
2025
Q3 		$434K Sell
1,315
-20
-1% -$6.14K 0.15% 91
2025
Q2 		$368K Buy
1,335
+160
+14% +$34.7K 0.14% 90
2025
Q1 		$197K Buy
1,175
+80
+7% +$16.9K 0.08% 132
2024
Q4 		$254K Sell
1,095
-105
-9% -$19.4K 0.11% 106
2024
Q3 		$207K Buy
1,200
+220
+22% +$35.3K 0.1% 122
2024
Q2 		$157K Sell
980
-100
-9% -$14K 0.08% 127
2024
Q1 		$143K Hold
1,080
– – 0.08% 140
2023
Q4 		$121K Hold
1,080
– – 0.07% 153
2023
Q3 		$89.7K Buy
+1,080
New +$93.6K 0.06% 166
2023
Q2 		– Sell
-1,150
Closed -$73.8K – 165
2023
Q1 		$73.8K Sell
1,150
-210
-15% -$12.6K 0.05% 185
2022
Q4 		$76K Hold
1,360
– – 0.06% 168
2022
Q3 		$60K Buy
1,360
+850
+167% +$43.4K 0.05% 180
2022
Q2 		$25K Hold
510
– – 0.02% 248
2022
Q1 		$32K Buy
510
+210
+70% +$12.5K 0.02% 240
2021
Q4 		$20K Hold
300
– – 0.01% 256
2021
Q3 		$15K Hold
300
– – 0.01% 266
2021
Q2 		$14K Hold
300
– – 0.01% 250
2021
Q1 		$14K Hold
300
– – 0.01% 238
2020
Q4 		$13K Buy
+300
New +$11.7K 0.01% 232

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

Orion Capital Management's AVGO Position: Q2 2026 in Review

Orion Capital Management increased its Broadcom (AVGO) stake by 17% in Q2 2026, buying an estimated $119K and bringing the position to 2,061 shares worth $779K. The position accounts for 0.24% of the portfolio, ranked #71.

Orion Capital Management first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Orion Capital Management held 2,061 shares of Broadcom worth $779K as of Q2 2026.
  • Orion Capital Management bought 296 Broadcom shares in Q2 2026, an estimated $119K.
  • Broadcom made up 0.24% of Orion Capital Management's portfolio in Q2 2026, its #71 holding.
  • Orion Capital Management first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.