SPWG
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Sage Private Wealth Group’s Broadcom AVGO Stock Holding History

Sage Private Wealth Group’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
Q1 		$1.14M Buy
3,693
+57
+2% +$18.8K 0.58% 17
2025
Q4 		$1.26M Sell
3,636
-195
-5% -$69.7K 0.68% 18
2025
Q3 		$1.26M Sell
3,831
-1,714
-31% -$526K 0.7% 16
2025
Q2 		$1.53M Sell
5,545
-213
-4% -$46.3K 0.98% 11
2025
Q1 		$964K Sell
5,758
-338
-6% -$71.5K 0.73% 13
2024
Q4 		$1.41M Buy
6,096
+45
+0.7% +$8.32K 1.06% 10
2024
Q3 		$1.04M Buy
6,051
+61
+1% +$9.78K 0.82% 10
2024
Q2 		$963K Buy
5,990
+190
+3% +$26.6K 0.81% 11
2024
Q1 		$769K Buy
5,800
+520
+10% +$64.4K 0.62% 17
2023
Q4 		$590K Sell
5,280
-130
-2% -$12.3K 0.53% 19
2023
Q3 		$450K Buy
5,410
+10
+0.2% +$867 0.62% 15
2023
Q2 		$468K Buy
5,400
+10
+0.2% +$713 0.64% 14
2023
Q1 		$346K Sell
5,390
-420
-7% -$25.3K 0.4% 25
2022
Q4 		$325K Sell
5,810
-970
-14% -$48.6K 0.39% 32
2022
Q3 		$301K Buy
6,780
+3,460
+104% +$177K 0.4% 31
2022
Q2 		$161K Buy
3,320
+1,330
+67% +$74.7K 0.23% 52
2022
Q1 		$125K Buy
1,990
+1,140
+134% +$67.7K 0.12% 66
2021
Q4 		$56K Hold
850
– – 0.07% 78
2021
Q3 		$41K Hold
850
– – 0.06% 90
2021
Q2 		$41K Hold
850
– – 0.06% 90
2021
Q1 		$39K Hold
850
– – 0.07% 93
2020
Q4 		$37K Buy
+850
New +$33.1K 0.1% 80

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sage Private Wealth Group's AVGO Position: Q1 2026 in Review

Sage Private Wealth Group increased its Broadcom (AVGO) stake by 1.6% in Q1 2026, buying an estimated $18.8K and bringing the position to 3,693 shares worth $1.14M. The position accounts for 0.58% of the portfolio, ranked #17.

Sage Private Wealth Group first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.53M in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Sage Private Wealth Group held 3,693 shares of Broadcom worth $1.14M as of Q1 2026.
  • Sage Private Wealth Group bought 57 Broadcom shares in Q1 2026, an estimated $18.8K.
  • Broadcom made up 0.58% of Sage Private Wealth Group's portfolio in Q1 2026, its #17 holding.
  • Sage Private Wealth Group first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's Broadcom position peaked at $1.53M in Q2 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.