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Sun Group Wealth Partners’s Broadcom AVGO Stock Holding History

Sun Group Wealth Partners’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 		$8.68M Buy
22,974
+222
+1% +$89K 5.92% 4
2026
Q1 		$7.04M Buy
22,752
+1,402
+7% +$461K 5.54% 5
2025
Q4 		$7.39M Buy
+21,350
New +$7.63M 5.93% 5

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

Sun Group Wealth Partners's AVGO Position: Q2 2026 in Review

Sun Group Wealth Partners increased its Broadcom (AVGO) stake by 0.98% in Q2 2026, buying an estimated $89K and bringing the position to 22,974 shares worth $8.68M. The position accounts for 5.92% of the portfolio, ranked #4.

Sun Group Wealth Partners first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,824 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sun Group Wealth Partners held 22,974 shares of Broadcom worth $8.68M as of Q2 2026.
  • Sun Group Wealth Partners bought 222 Broadcom shares in Q2 2026, an estimated $89K.
  • Broadcom made up 5.92% of Sun Group Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Sun Group Wealth Partners first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,824 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.