SSA
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Sierra Summit Advisors’s Broadcom AVGO Stock Holding History

Sierra Summit Advisors’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 		$3.43M Sell
9,093
-381
-4% -$153K 0.38% 46
2026
Q1 		$2.93M Sell
9,474
-497
-5% -$164K 0.43% 48
2025
Q4 		$3.45M Sell
9,971
-561
-5% -$201K 0.53% 39
2025
Q3 		$3.47M Buy
10,532
+390
+4% +$120K 0.53% 39
2025
Q2 		$2.8M Sell
10,142
-7,331
-42% -$1.59M 0.5% 38
2025
Q1 		$2.93M Sell
17,473
-3,014
-15% -$638K 0.63% 37
2024
Q4 		$4.75M Buy
20,487
+2,022
+11% +$374K 0.95% 33
2024
Q3 		$3.19M Buy
18,465
+3,285
+22% +$527K 0.73% 33
2024
Q2 		$2.44M Buy
15,180
+1,730
+13% +$242K 0.6% 37
2024
Q1 		$1.78M Sell
13,450
-2,780
-17% -$344K 0.49% 38
2023
Q4 		$1.81M Buy
+16,230
New +$1.54M 0.53% 40

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

Sierra Summit Advisors's AVGO Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Broadcom (AVGO) stake by 4% in Q2 2026, selling an estimated $153K and leaving 9,093 shares worth $3.43M. The position accounts for 0.38% of the portfolio, ranked #46.

Sierra Summit Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.75M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sierra Summit Advisors held 9,093 shares of Broadcom worth $3.43M as of Q2 2026.
  • Sierra Summit Advisors sold 381 Broadcom shares in Q2 2026, an estimated $153K.
  • Broadcom made up 0.38% of Sierra Summit Advisors's portfolio in Q2 2026, its #46 holding.
  • Sierra Summit Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's Broadcom position peaked at $4.75M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.