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Orion Investment Company’s Broadcom AVGO Stock Holding History

Orion Investment Company’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 		$3.79M Buy
10,046
+4,932
+96% +$1.98M 1.11% 26
2026
Q1 		$1.58M Buy
5,114
+1,192
+30% +$392K 0.5% 37
2025
Q4 		$1.36M Buy
3,922
+36
+0.9% +$12.9K 0.41% 39
2025
Q3 		$1.28M Buy
+3,886
New +$1.19M 0.41% 38

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Orion Investment Company's AVGO Position: Q2 2026 in Review

Orion Investment Company increased its Broadcom (AVGO) stake by 96% in Q2 2026, buying an estimated $1.98M and bringing the position to 10,046 shares worth $3.79M. The position accounts for 1.11% of the portfolio, ranked #26.

Orion Investment Company first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 3,664 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Orion Investment Company held 10,046 shares of Broadcom worth $3.79M as of Q2 2026.
  • Orion Investment Company bought 4,932 Broadcom shares in Q2 2026, an estimated $1.98M.
  • Broadcom made up 1.11% of Orion Investment Company's portfolio in Q2 2026, its #26 holding.
  • Orion Investment Company first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 3,664 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.