SAG
AVGO icon

SageView Advisory Group’s Broadcom AVGO Stock Holding History

SageView Advisory 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
Q2 		$10.2M Sell
26,952
-704
-3% -$282K 0.33% 40
2026
Q1 		$8.56M Sell
27,656
-278
-1% -$91.5K 0.31% 37
2025
Q4 		$9.67M Sell
27,934
-1,818
-6% -$650K 0.33% 37
2025
Q3 		$9.82M Sell
29,752
-319
-1% -$97.9K 0.34% 36
2025
Q2 		$8.85M Buy
30,071
+5,952
+25% +$1.29M 0.33% 34
2025
Q1 		$4.04M Buy
24,119
+2,363
+11% +$500K 0.17% 65
2024
Q4 		$5.04M Buy
21,756
+3,614
+20% +$668K 0.22% 58
2024
Q3 		$3.13M Sell
18,142
-2,018
-10% -$324K 0.16% 80
2024
Q2 		$3.24M Buy
20,160
+8,760
+77% +$1.23M 0.15% 81
2024
Q1 		$1.51M Sell
11,400
-11,320
-50% -$1.4M 0.08% 142
2023
Q4 		$2.75M Buy
22,720
+14,110
+164% +$1.34M 0.12% 107
2023
Q3 		$715K Buy
8,610
+1,450
+20% +$126K 0.04% 263
2023
Q2 		$621K Buy
7,160
+1,520
+27% +$108K 0.03% 314
2023
Q1 		$362K Buy
5,640
+680
+14% +$40.9K 0.02% 357
2022
Q4 		$277K Buy
+4,960
New +$249K 0.02% 338

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SageView Advisory Group's AVGO Position: Q2 2026 in Review

SageView Advisory Group reduced its Broadcom (AVGO) stake by 2.5% in Q2 2026, selling an estimated $282K and leaving 26,952 shares worth $10.2M. The position accounts for 0.33% of the portfolio, ranked #40.

SageView Advisory Group first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SageView Advisory Group held 26,952 shares of Broadcom worth $10.2M as of Q2 2026.
  • SageView Advisory Group sold 704 Broadcom shares in Q2 2026, an estimated $282K.
  • Broadcom made up 0.33% of SageView Advisory Group's portfolio in Q2 2026, its #40 holding.
  • SageView Advisory Group first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.