Sulzberger Capital Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.16M Sell
5,717
-26
-0.5% -$10.4K 2.11% 15
2026
Q1
$1.78M Sell
5,743
-47
-0.8% -$15.5K 1.81% 16
2025
Q4
$2M Buy
5,790
+244
+4% +$87.3K 2.02% 14
2025
Q3
$1.83M Buy
5,546
+85
+2% +$26.1K 2.04% 12
2025
Q2
$1.51M Sell
5,461
-242
-4% -$52.5K 1.76% 15
2025
Q1
$955K Sell
5,703
-1,274
-18% -$270K 1.25% 18
2024
Q4
$1.62M Buy
+6,977
New +$1.29M 1.83% 16

Other funds holding AVGO

Sulzberger Capital Advisors's AVGO Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its Broadcom (AVGO) stake by 0.45% in Q2 2026, selling an estimated $10.4K and leaving 5,717 shares worth $2.16M. The position accounts for 2.11% of the portfolio, ranked #15.

Sulzberger Capital Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sulzberger Capital Advisors held 5,717 shares of Broadcom worth $2.16M as of Q2 2026.
  • Sulzberger Capital Advisors sold 26 Broadcom shares in Q2 2026, an estimated $10.4K.
  • Broadcom made up 2.11% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #15 holding.
  • Sulzberger Capital Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.