Sara-Bay Financial’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.64M Sell
6,989
-32
-0.5% -$12.8K 0.7% 19
2026
Q1
$2.17M Sell
7,021
-358
-5% -$118K 0.65% 22
2025
Q4
$2.58M Sell
7,379
-130
-2% -$46.5K 0.77% 17
2025
Q3
$2.48M Sell
7,509
-64
-0.8% -$19.6K 0.69% 16
2025
Q2
$2.09M Sell
7,573
-393
-5% -$85.3K 0.75% 15
2025
Q1
$1.35M Buy
7,966
+62
+0.8% +$13.1K 0.59% 21
2024
Q4
$1.86M Sell
7,904
-124
-2% -$22.9K 0.69% 17
2024
Q3
$1.38M Buy
8,028
+118
+1% +$18.9K 0.5% 22
2024
Q2
$1.27M Buy
7,910
+380
+5% +$53.3K 0.52% 22
2024
Q1
$1.02M Sell
7,530
-10
-0.1% -$1.24K 0.46% 25
2023
Q4
$842K Buy
7,540
+720
+11% +$68.2K 0.41% 26
2023
Q3
$566K Sell
6,820
-210
-3% -$18.2K 0.29% 40
2023
Q2
$610K Buy
7,030
+90
+1% +$6.42K 0.3% 35
2023
Q1
$445K Sell
6,940
-950
-12% -$57.2K 0.23% 51
2022
Q4
$441K Buy
7,890
+670
+9% +$33.6K 0.25% 52
2022
Q3
$321K Hold
7,220
0.18% 57
2022
Q2
$353K Buy
7,220
+1,420
+24% +$79.7K 0.17% 59
2022
Q1
$365K Buy
5,800
+1,550
+36% +$92.1K 0.14% 60
2021
Q4
$283K Buy
+4,250
New +$239K 0.09% 68

Other funds holding AVGO

Sara-Bay Financial's AVGO Position: Q2 2026 in Review

Sara-Bay Financial reduced its Broadcom (AVGO) stake by 0.46% in Q2 2026, selling an estimated $12.8K and leaving 6,989 shares worth $2.64M. The position accounts for 0.7% of the portfolio, ranked #19.

Sara-Bay Financial first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sara-Bay Financial held 6,989 shares of Broadcom worth $2.64M as of Q2 2026.
  • Sara-Bay Financial sold 32 Broadcom shares in Q2 2026, an estimated $12.8K.
  • Broadcom made up 0.7% of Sara-Bay Financial's portfolio in Q2 2026, its #19 holding.
  • Sara-Bay Financial first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.