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Sienna Gestion’s Broadcom AVGO Stock Holding History

Sienna Gestion’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
Q1 		$36.5M Sell
123,518
-14,778
-11% -$4.86M 2.38% 4
2025
Q4 		$48.1M Hold
138,296
– – 2.86% 4
2025
Q3 		$41.6M Sell
138,296
-15,033
-10% -$4.61M 2.91% 4
2025
Q2 		$38.6M Buy
153,329
+14,221
+10% +$3.09M 2.65% 5
2025
Q1 		$22.6M Sell
139,108
-14,147
-9% -$2.99M 1.83% 5
2024
Q4 		$35.5M Hold
153,255
– – 2.4% 5
2024
Q3 		$26.4M Buy
153,255
+31,645
+26% +$5.07M 1.76% 6
2024
Q2 		$19.5M Buy
121,610
+1,960
+2% +$275K 1.73% 5
2024
Q1 		$15.9M Buy
+119,650
New +$14.8M 1.36% 10

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sienna Gestion's AVGO Position: Q1 2026 in Review

Sienna Gestion reduced its Broadcom (AVGO) stake by 11% in Q1 2026, selling an estimated $4.86M and leaving 123,518 shares worth $36.5M. The position accounts for 2.38% of the portfolio, ranked #4.

Sienna Gestion first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $48.1M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Sienna Gestion held 123,518 shares of Broadcom worth $36.5M as of Q1 2026.
  • Sienna Gestion sold 14,778 Broadcom shares in Q1 2026, an estimated $4.86M.
  • Broadcom made up 2.38% of Sienna Gestion's portfolio in Q1 2026, its #4 holding.
  • Sienna Gestion first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • Sienna Gestion's Broadcom position peaked at $48.1M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sienna Gestion's 13F filing for Q1 2026, filed 15 May 2026.