SIC
AVGO icon

Sage Investment Counsel’s Broadcom AVGO Stock Holding History

Sage Investment Counsel’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 		$346K Sell
915
-75
-8% -$30.1K 0.35% 71
2026
Q1 		$306K Hold
990
– – 0.34% 84
2025
Q4 		$343K Hold
990
– – 0.38% 74
2025
Q3 		$327K Hold
990
– – 0.36% 77
2025
Q2 		$273K Buy
+990
New +$215K 0.32% 82
2025
Q1 		– Sell
-990
Closed -$230K – 120
2024
Q4 		$230K Buy
+990
New +$183K 0.3% 91

Other funds holding AVGO

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sage Investment Counsel's AVGO Position: Q2 2026 in Review

Sage Investment Counsel reduced its Broadcom (AVGO) stake by 7.6% in Q2 2026, selling an estimated $30.1K and leaving 915 shares worth $346K. The position accounts for 0.35% of the portfolio, ranked #71.

Sage Investment Counsel first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 2,599 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sage Investment Counsel held 915 shares of Broadcom worth $346K as of Q2 2026.
  • Sage Investment Counsel sold 75 Broadcom shares in Q2 2026, an estimated $30.1K.
  • Broadcom made up 0.35% of Sage Investment Counsel's portfolio in Q2 2026, its #71 holding.
  • Sage Investment Counsel first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.