Sandler Capital Management’s Broadcom AVGO Stock Holding History

Sandler Capital Management’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	–	Sell	-6,474	Closed	-$2.14M	–	146
2025 Q3	$2.14M	Buy	6,474 +5,624	+662%	+$1.73M	0.63%	61
2025 Q2	$234K	Sell	850 -7,516	-90%	-$1.63M	0.06%	136
2025 Q1	$1.4M	Buy	8,366 +4,176	+100%	+$884K	0.35%	93
2024 Q4	$971K	Hold	4,190	–	–	0.1%	135
2024 Q3	$723K	Sell	4,190 -34,500	-89%	-$5.53M	0.1%	126
2024 Q2	$6.21M	Buy	38,690 +34,500	+823%	+$4.83M	0.67%	59
2024 Q1	$555K	Hold	4,190	–	–	0.04%	126
2023 Q4	$468K	Hold	4,190	–	–	0.04%	94
2023 Q3	$348K	Hold	4,190	–	–	0.04%	98
2023 Q2	$363K	Hold	4,190	–	–	0.03%	82
2023 Q1	$269K	Hold	4,190	–	–	0.02%	89
2022 Q4	$234K	Buy	+4,190	New	+$210K	0.02%	85
2022 Q2	–	Sell	-224,000	Closed	-$14.1M	–	96
2022 Q1	$14.1M	Buy	+224,000	New	+$13.3M	1.24%	24
2015 Q3	–	Sell	-473,200	Closed	-$6.29M	–	133
2015 Q2	$6.29M	Buy	+473,200	New	+$6.2M	0.56%	75
2014 Q2	–	Sell	-2,819,000	Closed	-$18.2M	–	193
2014 Q1	$18.2M	Buy	+2,819,000	New	+$16.5M	0.64%	58

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Sandler Capital Management's AVGO Position: Q4 2025 in Review

Sandler Capital Management sold out of Broadcom (AVGO) in Q4 2025, closing a stake of 6,474 shares — an estimated $2.14M sold.

Sandler Capital Management first reported a position in AVGO in Q1 2014 and held it in 15 quarters. The position peaked at $18.2M in Q1 2014. 4,701 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Sandler Capital Management reported no remaining Broadcom position as of Q4 2025 after selling out during the quarter.
Sandler Capital Management sold 6,474 Broadcom shares in Q4 2025, an estimated $2.14M.
Sandler Capital Management first reported a position in Broadcom in Q1 2014 and held it in 15 quarters.
Sandler Capital Management's Broadcom position peaked at $18.2M in Q1 2014.
4,701 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Sandler Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.