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SACKS & ASSOCIATES, LLC’s Broadcom AVGO Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$817K Buy
2,098
+1
+0% +$401 0.55% 44
2026
Q1 		$649K Sell
2,097
-150
-7% -$49.4K 0.48% 43
2025
Q4 		$778K Buy
+2,247
New +$804K 0.57% 40

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's AVGO Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its Broadcom (AVGO) stake by 0.05% in Q2 2026, buying an estimated $401 and bringing the position to 2,098 shares worth $817K. The position accounts for 0.55% of the portfolio, ranked #44.

SACKS & ASSOCIATES, LLC first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 2,997 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 2,098 shares of Broadcom worth $817K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.55% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #44 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.