Sitrin Capital Management
AVGO icon

Sitrin Capital Management’s Broadcom AVGO Stock Holding History

Sitrin Capital 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
Q3 		$6.32M Sell
17,989
-243
-1% -$91.5K 2.85% 19
2026
Q2 		$6.89M Sell
18,232
-251
-1% -$101K 3.05% 12
2026
Q1 		$5.72M Sell
18,483
-112
-0.6% -$36.9K 2.87% 19
2025
Q4 		$6.44M Sell
18,595
-138
-0.7% -$49.4K 3.05% 14
2025
Q3 		$6.18M Sell
18,733
-5,952
-24% -$1.83M 2.97% 18
2025
Q2 		$6.8M Buy
24,685
+2,805
+13% +$609K 3.47% 13
2025
Q1 		$3.66M Buy
+21,880
New +$4.63M 1.98% 29
2020
Q1 		– Sell
-166,450
Closed -$5.26M – 36
2019
Q4 		$5.26M Buy
166,450
+2,290
+1% +$69.5K 2.69% 24
2019
Q3 		$4.53M Sell
164,160
-1,030
-0.6% -$29.3K 2.47% 28
2019
Q2 		$4.76M Sell
165,190
-1,590
-1% -$46.3K 2.53% 27
2019
Q1 		$5.02M Buy
+166,780
New +$4.52M 2.69% 25

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Sitrin Capital Management's AVGO Position: Q3 2026 in Review

Sitrin Capital Management reduced its Broadcom (AVGO) stake by 1.3% in Q3 2026, selling an estimated $91.5K and leaving 17,989 shares worth $6.32M. The position accounts for 2.85% of the portfolio, ranked #19.

Sitrin Capital Management first reported a position in AVGO in Q1 2019 and has held it in 11 quarters since. The position peaked at $6.89M in Q2 2026. 2,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sitrin Capital Management held 17,989 shares of Broadcom worth $6.32M as of Q3 2026.
  • Sitrin Capital Management sold 243 Broadcom shares in Q3 2026, an estimated $91.5K.
  • Broadcom made up 2.85% of Sitrin Capital Management's portfolio in Q3 2026, its #19 holding.
  • Sitrin Capital Management first reported a position in Broadcom in Q1 2019 and has held it in 11 quarters since.
  • Sitrin Capital Management's Broadcom position peaked at $6.89M in Q2 2026.
  • 2,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Sitrin Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.