Sagace Wealth Management’s Broadcom AVGO Stock Holding History

Sagace Wealth Management’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	$530K	Sell	1,402 -118	-8%	-$47.3K	0.33%	45
2026 Q1	$470K	Sell	1,520 -173	-10%	-$56.9K	0.32%	47
2025 Q4	$586K	Sell	1,693 -31	-2%	-$11.1K	0.4%	41
2025 Q3	$569K	Sell	1,724 -701	-29%	-$215K	0.39%	43
2025 Q2	$668K	Sell	2,425 -174	-7%	-$37.8K	0.5%	40
2025 Q1	$435K	Sell	2,599 -1,231	-32%	-$261K	0.33%	50
2024 Q4	$888K	Buy	3,830 +951	+33%	+$176K	0.66%	39
2024 Q3	$525K	Sell	2,879 -16,721	-85%	-$2.68M	0.41%	43
2024 Q2	$316K	Buy	+19,600	New	+$2.75M	0.31%	43

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

Sagace Wealth Management's AVGO Position: Q2 2026 in Review

Sagace Wealth Management reduced its Broadcom (AVGO) stake by 7.8% in Q2 2026, selling an estimated $47.3K and leaving 1,402 shares worth $530K. The position accounts for 0.33% of the portfolio, ranked #45.

Sagace Wealth Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $888K in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Sagace Wealth Management held 1,402 shares of Broadcom worth $530K as of Q2 2026.
Sagace Wealth Management sold 118 Broadcom shares in Q2 2026, an estimated $47.3K.
Broadcom made up 0.33% of Sagace Wealth Management's portfolio in Q2 2026, its #45 holding.
Sagace Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's Broadcom position peaked at $888K in Q4 2024.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.