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Stage Harbor Financial’s Broadcom AVGO Stock Holding History

Stage Harbor Financial’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 		$233K Buy
+617
New +$247K 0.13% 61
2026
Q1 		– Sell
-677
Closed -$234K – 62
2025
Q4 		$234K Buy
677
+18
+3% +$6.44K 0.16% 56
2025
Q3 		$217K Buy
+659
New +$202K 0.16% 56

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

Stage Harbor Financial's AVGO Position: Q2 2026 in Review

Stage Harbor Financial opened a new position in Broadcom (AVGO) in Q2 2026: 617 shares worth $233K. The stake represents 0.13% of the portfolio and ranks #61 among its holdings. This is a return to the name: Stage Harbor Financial previously reported a position in AVGO as recently as Q4 2025.

Stage Harbor Financial first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $234K in Q4 2025. 4,838 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stage Harbor Financial held 617 shares of Broadcom worth $233K as of Q2 2026.
  • Broadcom was a new Stage Harbor Financial position in Q2 2026.
  • Broadcom made up 0.13% of Stage Harbor Financial's portfolio in Q2 2026, its #61 holding.
  • Stage Harbor Financial first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • Stage Harbor Financial's Broadcom position peaked at $234K in Q4 2025.
  • 4,838 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.