Sageworth Trust Company of South Dakota’s Broadcom AVGO Stock Holding History

Sageworth Trust Company of South Dakota’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	$511K	Sell	1,353 -1,321	-49%	-$530K	0.32%	40
2026 Q1	$828K	Buy	+2,674	New	+$880K	0.66%	29
2025 Q3	–	Sell	-915	Closed	-$252K	–	50
2025 Q2	$252K	Sell	915 -485	-35%	-$105K	0.27%	47
2025 Q1	$234K	Buy	+1,400	New	+$296K	0.28%	48

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sageworth Trust Company of South Dakota's AVGO Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota reduced its Broadcom (AVGO) stake by 49% in Q2 2026, selling an estimated $530K and leaving 1,353 shares worth $511K. The position accounts for 0.32% of the portfolio, ranked #40.

Sageworth Trust Company of South Dakota first reported a position in AVGO in Q1 2025 and has held it in 4 quarters since. The position peaked at $828K in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Sageworth Trust Company of South Dakota held 1,353 shares of Broadcom worth $511K as of Q2 2026.
Sageworth Trust Company of South Dakota sold 1,321 Broadcom shares in Q2 2026, an estimated $530K.
Broadcom made up 0.32% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #40 holding.
Sageworth Trust Company of South Dakota first reported a position in Broadcom in Q1 2025 and has held it in 4 quarters since.
Sageworth Trust Company of South Dakota's Broadcom position peaked at $828K in Q1 2026.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.