SMTF
AVGO icon

Sphera Management Technology Funds’s Broadcom AVGO Stock Holding History

Sphera Management Technology Funds’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 		$13M Buy
34,350
+6,590
+24% +$2.64M 4.53% 5
2026
Q1 		$8.59M Buy
27,760
+860
+3% +$283K 4.83% 7
2025
Q4 		$9.31M Sell
26,900
-350
-1% -$125K 3.18% 5
2025
Q3 		$8.99M Buy
27,250
+7,400
+37% +$2.27M 2.83% 6
2025
Q2 		$5.47M Sell
19,850
-2,150
-10% -$467K 2.75% 7
2025
Q1 		$3.68M Buy
22,000
+2,000
+10% +$423K 2.39% 12
2024
Q4 		$4.64M Buy
+20,000
New +$3.7M 2.68% 8

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

Sphera Management Technology Funds's AVGO Position: Q2 2026 in Review

Sphera Management Technology Funds increased its Broadcom (AVGO) stake by 24% in Q2 2026, buying an estimated $2.64M and bringing the position to 34,350 shares worth $13M. The position accounts for 4.53% of the portfolio, ranked #5.

Sphera Management Technology Funds first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sphera Management Technology Funds held 34,350 shares of Broadcom worth $13M as of Q2 2026.
  • Sphera Management Technology Funds bought 6,590 Broadcom shares in Q2 2026, an estimated $2.64M.
  • Broadcom made up 4.53% of Sphera Management Technology Funds's portfolio in Q2 2026, its #5 holding.
  • Sphera Management Technology Funds first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sphera Management Technology Funds's 13F filing for Q2 2026, filed 14 Aug 2026.