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Sendero Wealth Management’s Broadcom AVGO Stock Holding History

Sendero Wealth 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
2026
Q2 		$16.9M Sell
44,745
-987
-2% -$396K 1.68% 8
2026
Q1 		$14.2M Buy
45,732
+276
+0.6% +$90.8K 1.57% 10
2025
Q4 		$15.7M Buy
45,456
+711
+2% +$254K 1.74% 9
2025
Q3 		$14.8M Buy
44,745
+20,910
+88% +$6.41M 1.73% 11
2025
Q2 		$6.57M Buy
23,835
+9,086
+62% +$1.97M 0.82% 27
2025
Q1 		$2.47M Buy
14,749
+12,713
+624% +$2.69M 0.34% 57
2024
Q4 		$472K Buy
2,036
+226
+12% +$41.8K 0.07% 130
2024
Q3 		$312K Hold
1,810
– – 0.05% 145
2024
Q2 		$291K Sell
1,810
-710
-28% -$99.5K 0.05% 145
2024
Q1 		$334K Buy
2,520
+460
+22% +$57K 0.06% 137
2023
Q4 		$230K Buy
+2,060
New +$195K 0.04% 143

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sendero Wealth Management's AVGO Position: Q2 2026 in Review

Sendero Wealth Management reduced its Broadcom (AVGO) stake by 2.2% in Q2 2026, selling an estimated $396K and leaving 44,745 shares worth $16.9M. The position accounts for 1.68% of the portfolio, ranked #8.

Sendero Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sendero Wealth Management held 44,745 shares of Broadcom worth $16.9M as of Q2 2026.
  • Sendero Wealth Management sold 987 Broadcom shares in Q2 2026, an estimated $396K.
  • Broadcom made up 1.68% of Sendero Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Sendero Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.