Sageworth Trust’s Broadcom AVGO Stock Holding History

Sageworth Trust’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	$4.11M	Buy	13,269 +11,260	+560%	+$3.71M	0.18%	32
2025 Q4	$695K	Sell	2,009 -33,009	-94%	-$11.8M	0.03%	73
2025 Q3	$11.6M	Buy	+35,018	New	+$10.7M	0.54%	21
2024 Q3	–	Sell	-2,390	Closed	-$384K	–	110
2024 Q2	$384K	Buy	+2,390	New	+$335K	0.02%	85
2023 Q2	–	Sell	-610	Closed	-$39.1K	–	110
2023 Q1	$39.1K	Buy	+610	New	+$36.7K	﹤0.01%	153
2021 Q1	–	Sell	-870	Closed	-$38K	–	277
2020 Q4	$38K	Buy	+870	New	+$33.9K	﹤0.01%	131

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sageworth Trust's AVGO Position: Q1 2026 in Review

Sageworth Trust increased its Broadcom (AVGO) stake by 560% in Q1 2026, buying an estimated $3.71M and bringing the position to 13,269 shares worth $4.11M. The position accounts for 0.18% of the portfolio, ranked #32.

Sageworth Trust first reported a position in AVGO in Q4 2020 and has held it in 6 quarters since. The position peaked at $11.6M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Sageworth Trust held 13,269 shares of Broadcom worth $4.11M as of Q1 2026.
Sageworth Trust bought 11,260 Broadcom shares in Q1 2026, an estimated $3.71M.
Broadcom made up 0.18% of Sageworth Trust's portfolio in Q1 2026, its #32 holding.
Sageworth Trust first reported a position in Broadcom in Q4 2020 and has held it in 6 quarters since.
Sageworth Trust's Broadcom position peaked at $11.6M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.