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Sapient Capital’s Broadcom AVGO Stock Holding History

Sapient Capital’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
Q3 		$164M Sell
466,600
-1,480
-0.3% -$557K 2.2% 8
2026
Q2 		$177M Sell
468,080
-12,736
-3% -$5.11M 2.31% 6
2026
Q1 		$149M Sell
480,816
-114,193
-19% -$37.6M 2.24% 7
2025
Q4 		$208M Sell
595,009
-83,687
-12% -$29.9M 2.92% 6
2025
Q3 		$223M Sell
678,696
-5,606
-0.8% -$1.72M 3.43% 5
2025
Q2 		$189M Sell
684,302
-11,319
-2% -$2.46M 3.38% 6
2025
Q1 		$116M Sell
695,621
-2,561
-0.4% -$542K 2.3% 8
2024
Q4 		$162M Buy
698,182
+13,245
+2% +$2.45M 3.09% 6
2024
Q3 		$118M Buy
684,937
+1,267
+0.2% +$203K 2.37% 7
2024
Q2 		$110M Buy
683,670
+7,940
+1% +$1.11M 2.29% 6
2024
Q1 		$89.6M Sell
675,730
-4,010
-0.6% -$497K 1.98% 7
2023
Q4 		$75.9M Buy
+679,740
New +$64.4M 1.96% 9

Other funds holding AVGO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sapient Capital's AVGO Position: Q3 2026 in Review

Sapient Capital reduced its Broadcom (AVGO) stake by 0.32% in Q3 2026, selling an estimated $557K and leaving 466,600 shares worth $164M. The position accounts for 2.2% of the portfolio, ranked #8.

Sapient Capital first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $223M in Q3 2025. 171 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sapient Capital held 466,600 shares of Broadcom worth $164M as of Q3 2026.
  • Sapient Capital sold 1,480 Broadcom shares in Q3 2026, an estimated $557K.
  • Broadcom made up 2.2% of Sapient Capital's portfolio in Q3 2026, its #8 holding.
  • Sapient Capital first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Broadcom position peaked at $223M in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.