Orion Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-100
Closed -$34.6K 488
2025
Q4
$34.6K Sell
100
-100
-50% -$35.8K 0.01% 302
2025
Q3
$66K Buy
+200
New +$61.4K 0.02% 248
2025
Q1
Sell
-100
Closed -$23.2K 474
2024
Q4
$23.2K Hold
100
0.01% 306
2024
Q3
$17.3K Buy
+100
New +$16K 0.01% 134

Other funds holding AVGO

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. 4,835 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.
  • 4,835 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.