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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SageView Advisory Group's AVGO Position: Q4 2025 in Review

SageView Advisory Group reduced its Broadcom (AVGO) stake by 6.1% in Q4 2025, selling an estimated $650K and leaving 27,934 shares worth $9.67M. The position accounts for 0.33% of the portfolio, ranked #37.

SageView Advisory Group first reported a position in AVGO in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.82M in Q3 2025. 4,701 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • SageView Advisory Group held 27,934 shares of Broadcom worth $9.67M as of Q4 2025.
  • SageView Advisory Group sold 1,818 Broadcom shares in Q4 2025, an estimated $650K.
  • Broadcom made up 0.33% of SageView Advisory Group's portfolio in Q4 2025, its #37 holding.
  • SageView Advisory Group first reported a position in Broadcom in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Broadcom position peaked at $9.82M in Q3 2025.
  • 4,701 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.