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Sterling Group Wealth Management’s Broadcom AVGO Stock Holding History

Sterling Group Wealth 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
Q2 		– Sell
-809
Closed -$250K – 63
2026
Q1 		$250K Buy
+809
New +$266K 0.12% 51

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

Sterling Group Wealth Management's AVGO Position: Q2 2026 in Review

Sterling Group Wealth Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 809 shares — an estimated $250K sold.

Sterling Group Wealth Management first reported a position in AVGO in Q1 2026 and held it in 1 quarter. The position peaked at $250K in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sterling Group Wealth Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Sterling Group Wealth Management sold 809 Broadcom shares in Q2 2026, an estimated $250K.
  • Sterling Group Wealth Management first reported a position in Broadcom in Q1 2026 and held it in 1 quarter.
  • Sterling Group Wealth Management's Broadcom position peaked at $250K in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.