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Summit Trail Advisors’s Broadcom AVGO Stock Holding History

Summit Trail Advisors’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
Q4 		– Hold
0
– -$71.6K – 1307
2025
Q3 		– Hold
0
– – – 1336
2018
Q1 		– Sell
-5,300
Closed -$1K – 529
2017
Q4 		$1K Buy
+5,300
New +$138K ﹤0.01% 1751

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 $3.38T AUM 44.17% 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

Summit Trail Advisors's AVGO Position: Q2 2026 in Review

Summit Trail Advisors increased its Broadcom (AVGO) stake by 0.31% in Q2 2026, buying an estimated $947K and bringing the position to 761,224 shares worth $288M. The position accounts for 3.62% of the portfolio, ranked #3.

Summit Trail Advisors first reported a position in AVGO in Q4 2017 and has held it in 30 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Summit Trail Advisors held 761,224 shares of Broadcom worth $288M as of Q2 2026.
  • Summit Trail Advisors bought 2,363 Broadcom shares in Q2 2026, an estimated $947K.
  • Broadcom made up 3.62% of Summit Trail Advisors's portfolio in Q2 2026, its #3 holding.
  • Summit Trail Advisors first reported a position in Broadcom in Q4 2017 and has held it in 30 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.