Sage Mountain Advisors
AVGO icon

Sage Mountain Advisors’s Broadcom AVGO Stock Holding History

Sage Mountain Advisors’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
Q3 		$11.6M Sell
33,100
-1,410
-4% -$531K 0.69% 24
2026
Q2 		$13M Buy
34,510
+1,539
+5% +$617K 0.8% 19
2026
Q1 		$10.2M Sell
32,971
-43,496
-57% -$14.3M 0.71% 20
2025
Q4 		$26.5M Sell
76,467
-2,291
-3% -$819K 1.4% 15
2025
Q3 		$26M Sell
78,758
-1,922
-2% -$590K 1.49% 14
2025
Q2 		$22.2M Buy
80,680
+3,895
+5% +$846K 1.45% 14
2025
Q1 		$12.9M Sell
76,785
-1,291
-2% -$273K 0.95% 17
2024
Q4 		$18.1M Buy
78,076
+3,812
+5% +$705K 1.32% 12
2024
Q3 		$12.8M Buy
74,264
+3,804
+5% +$610K 1.09% 15
2024
Q2 		$11.3M Buy
70,460
+3,710
+6% +$520K 1.05% 15
2024
Q1 		$8.85M Buy
66,750
+1,390
+2% +$172K 0.92% 18
2023
Q4 		$7.3M Buy
65,360
+1,570
+2% +$149K 0.85% 19
2023
Q3 		$5.3M Buy
63,790
+1,310
+2% +$114K 0.73% 20
2023
Q2 		$5.42M Buy
62,480
+740
+1% +$52.8K 0.77% 20
2023
Q1 		$3.96M Buy
61,740
+55,690
+920% +$3.35M 0.64% 24
2022
Q4 		$338K Buy
6,050
+60
+1% +$3.01K 0.08% 97
2022
Q3 		$266K Sell
5,990
-620
-9% -$31.7K 0.07% 125
2022
Q2 		$321K Sell
6,610
-1,120
-14% -$62.9K 0.06% 322
2022
Q1 		$487K Sell
7,730
-140
-2% -$8.32K 0.08% 269
2021
Q4 		$524K Buy
7,870
+30
+0.4% +$1.69K 0.06% 292
2021
Q3 		$380K Buy
7,840
+3,190
+69% +$155K 0.05% 311
2021
Q2 		$222K Buy
+4,650
New +$215K 0.04% 374

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sage Mountain Advisors's AVGO Position: Q3 2026 in Review

Sage Mountain Advisors reduced its Broadcom (AVGO) stake by 4.1% in Q3 2026, selling an estimated $531K and leaving 33,100 shares worth $11.6M. The position accounts for 0.69% of the portfolio, ranked #24.

Sage Mountain Advisors first reported a position in AVGO in Q2 2021 and has held it in 22 quarters since. The position peaked at $26.5M in Q4 2025. 3,066 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sage Mountain Advisors held 33,100 shares of Broadcom worth $11.6M as of Q3 2026.
  • Sage Mountain Advisors sold 1,410 Broadcom shares in Q3 2026, an estimated $531K.
  • Broadcom made up 0.69% of Sage Mountain Advisors's portfolio in Q3 2026, its #24 holding.
  • Sage Mountain Advisors first reported a position in Broadcom in Q2 2021 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Broadcom position peaked at $26.5M in Q4 2025.
  • 3,066 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.