J. Safra Sarasin Holding’s Broadcom AVGO Stock Holding History

J. Safra Sarasin Holding’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	$110M	Sell	333,301 -14,487	-4%	-$5.81M	1.57%	10
2026 Q1	$107M	Buy	347,788 +12,933	+4%	+$4.26M	1.83%	12
2025 Q4	$116M	Sell	334,855 -3,790	-1%	-$1.36M	1.89%	7
2025 Q3	$112M	Sell	338,645 -116,902	-26%	-$35.9M	1.81%	9
2025 Q2	$125M	Sell	455,547 -78,301	-15%	-$17M	2.16%	6
2025 Q1	$89.4M	Buy	533,848 +7,827	+1%	+$1.66M	1.62%	10
2024 Q4	$122M	Buy	526,021 +13,591	+3%	+$2.51M	2.06%	6
2024 Q3	$88.4M	Buy	512,430 +32,380	+7%	+$5.19M	1.53%	12
2024 Q2	$76.9M	Buy	+480,050	New	+$67.3M	1.41%	13

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J. Safra Sarasin Holding's AVGO Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Broadcom (AVGO) stake by 4.2% in Q2 2026, selling an estimated $5.81M and leaving 333,301 shares worth $110M. The position accounts for 1.57% of the portfolio, ranked #10.

J. Safra Sarasin Holding first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $125M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

J. Safra Sarasin Holding held 333,301 shares of Broadcom worth $110M as of Q2 2026.
J. Safra Sarasin Holding sold 14,487 Broadcom shares in Q2 2026, an estimated $5.81M.
Broadcom made up 1.57% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #10 holding.
J. Safra Sarasin Holding first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's Broadcom position peaked at $125M in Q2 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.