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Alex Sacerdote’s Broadcom AVGO Stock Holding History

Alex Sacerdote’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 		$22.6M Sell
59,780
-677,362
-92% -$272M 0.18% 34
2026
Q1 		$228M Sell
737,142
-294,590
-29% -$96.9M 2.95% 17
2025
Q4 		$357M Sell
1,031,732
-399,179
-28% -$143M 4.57% 6
2025
Q3 		$472M Sell
1,430,911
-206,213
-13% -$63.3M 5.56% 6
2025
Q2 		$451M Buy
1,637,124
+201,199
+14% +$43.7M 6.26% 4
2025
Q1 		$240M Sell
1,435,925
-1,127,956
-44% -$239M 4.17% 12
2024
Q4 		$594M Buy
2,563,881
+524,277
+26% +$97M 7.04% 2
2024
Q3 		$352M Buy
2,039,604
+442,144
+28% +$70.9M 4.93% 8
2024
Q2 		$256M Buy
+1,597,460
New +$224M 3.64% 10
2022
Q4 		– Sell
-1,362,270
Closed -$60.5M – 41
2022
Q3 		$60.5M Buy
1,362,270
+393,550
+41% +$20.1M 1.7% 23
2022
Q2 		$47.1M Sell
968,720
-945,690
-49% -$53.1M 1.4% 25
2022
Q1 		$121M Buy
+1,914,410
New +$114M 1.49% 24
2016
Q1 		– Sell
-972,140
Closed -$14.1M – 37
2015
Q4 		$14.1M Sell
972,140
-692,460
-42% -$9M 1.18% 28
2015
Q3 		$20.8M Sell
1,664,600
-375,950
-18% -$4.75M 2.07% 16
2015
Q2 		$27.1M Buy
2,040,550
+1,124,400
+123% +$14.7M 2.47% 18
2015
Q1 		$11.6M Buy
+916,150
New +$10.5M 1.19% 24

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

Alex Sacerdote's AVGO Position: Q2 2026 in Review

Alex Sacerdote reduced its Broadcom (AVGO) stake by 92% in Q2 2026, selling an estimated $272M and leaving 59,780 shares worth $22.6M. The position accounts for 0.18% of the portfolio, ranked #34.

Alex Sacerdote first reported a position in AVGO in Q1 2015 and has held it in 16 quarters since. The position peaked at $594M in Q4 2024. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Alex Sacerdote held 59,780 shares of Broadcom worth $22.6M as of Q2 2026.
  • Alex Sacerdote sold 677,362 Broadcom shares in Q2 2026, an estimated $272M.
  • Broadcom made up 0.18% of Alex Sacerdote's portfolio in Q2 2026, its #34 holding.
  • Alex Sacerdote first reported a position in Broadcom in Q1 2015 and has held it in 16 quarters since.
  • Alex Sacerdote's Broadcom position peaked at $594M in Q4 2024.
  • 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Whale Rock Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.