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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
Q2 		$43.5M Sell
115,411
-8,107
-7% -$3.25M 2.55% 5
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 $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

Sienna Gestion's AVGO Position: Q2 2026 in Review

Sienna Gestion reduced its Broadcom (AVGO) stake by 6.6% in Q2 2026, selling an estimated $3.25M and leaving 115,411 shares worth $43.5M. The position accounts for 2.55% of the portfolio, ranked #5.

Sienna Gestion first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $48.1M in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sienna Gestion held 115,411 shares of Broadcom worth $43.5M as of Q2 2026.
  • Sienna Gestion sold 8,107 Broadcom shares in Q2 2026, an estimated $3.25M.
  • Broadcom made up 2.55% of Sienna Gestion's portfolio in Q2 2026, its #5 holding.
  • Sienna Gestion first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • Sienna Gestion's Broadcom position peaked at $48.1M in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.