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Sterling Financial Group’s Broadcom AVGO Stock Holding History

Sterling Financial Group’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
2025
Q3 		$599K Sell
1,815
-95
-5% -$29.1K 0.19% 44
2025
Q2 		$526K Buy
1,910
+22
+1% +$4.78K 0.18% 42
2025
Q1 		$316K Buy
1,888
+158
+9% +$33.4K 0.11% 55
2024
Q4 		$401K Buy
1,730
+336
+24% +$62.1K 0.15% 49
2024
Q3 		$240K Buy
1,394
+34
+3% +$5.45K 0.1% 61
2024
Q2 		$218K Buy
+1,360
New +$191K 0.1% 62

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Financial Group's AVGO Position: Q3 2025 in Review

Sterling Financial Group reduced its Broadcom (AVGO) stake by 5% in Q3 2025, selling an estimated $29.1K and leaving 1,815 shares worth $599K. The position accounts for 0.19% of the portfolio, ranked #44.

Sterling Financial Group first reported a position in AVGO in Q2 2024 and has held it in 6 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Sterling Financial Group held 1,815 shares of Broadcom worth $599K as of Q3 2025.
  • Sterling Financial Group sold 95 Broadcom shares in Q3 2025, an estimated $29.1K.
  • Broadcom made up 0.19% of Sterling Financial Group's portfolio in Q3 2025, its #44 holding.
  • Sterling Financial Group first reported a position in Broadcom in Q2 2024 and has held it in 6 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.