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 Q2	–	Sell	-13,269	Closed	-$4.11M	–	136
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 $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's AVGO Position: Q2 2026 in Review

Sageworth Trust sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 13,269 shares — an estimated $4.11M sold.

Sageworth Trust first reported a position in AVGO in Q4 2020 and held it in 6 quarters. The position peaked at $11.6M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Sageworth Trust reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
Sageworth Trust sold 13,269 Broadcom shares in Q2 2026, an estimated $4.11M.
Sageworth Trust first reported a position in Broadcom in Q4 2020 and held it in 6 quarters.
Sageworth Trust's Broadcom position peaked at $11.6M in Q3 2025.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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