Saranac Partners’s Broadcom AVGO Stock Holding History

Saranac Partners’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	-200	Closed	-$61.9K	–	121
2026 Q1	$61.9K	Buy	+200	New	+$65.8K	0.03%	100

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 $3.38T AUM 44.17% 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

Saranac Partners's AVGO Position: Q2 2026 in Review

Saranac Partners increased its Broadcom (AVGO) stake by 4% in Q2 2026, buying an estimated $487K and bringing the position to 31,361 shares worth $11.8M. The position accounts for 3.45% of the portfolio, ranked #5.

Saranac Partners first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Saranac Partners held 31,361 shares of Broadcom worth $11.8M as of Q2 2026.
Saranac Partners bought 1,215 Broadcom shares in Q2 2026, an estimated $487K.
Broadcom made up 3.45% of Saranac Partners's portfolio in Q2 2026, its #5 holding.
Saranac Partners first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.