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Sterling Investment Advisors (Pennsylvania)’s Broadcom AVGO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$874K Sell
2,313
-439
-16% -$176K 0.15% 111
2026
Q1 		$852K Buy
2,752
+51
+2% +$16.8K 0.15% 108
2025
Q4 		$935K Buy
2,701
+446
+20% +$159K 0.17% 102
2025
Q3 		$744K Buy
+2,255
New +$692K 0.14% 113
2022
Q2 		– Sell
-150
Closed -$9K – 557
2022
Q1 		$9K Buy
+150
New +$8.91K ﹤0.01% 441
2020
Q3 		– Sell
-1,010
Closed -$32K – 430
2020
Q2 		$32K Buy
1,010
+10
+1% +$280 0.01% 256
2020
Q1 		$23K Hold
1,000
– – 0.01% 254
2019
Q4 		$31K Buy
+1,000
New +$30.4K 0.01% 253

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AVGO Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $176K and leaving 2,313 shares worth $874K. The position accounts for 0.15% of the portfolio, ranked #111.

Sterling Investment Advisors (Pennsylvania) first reported a position in AVGO in Q4 2019 and has held it in 8 quarters since. The position peaked at $935K in Q4 2025. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 2,313 shares of Broadcom worth $874K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 439 Broadcom shares in Q2 2026, an estimated $176K.
  • Broadcom made up 0.15% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #111 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Broadcom in Q4 2019 and has held it in 8 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Broadcom position peaked at $935K in Q4 2025.
  • 2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.