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Sunburst Financial Group’s Broadcom AVGO Stock Holding History

Sunburst Financial Group’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 		$2.17M Buy
5,737
+540
+10% +$217K 0.35% 37
2026
Q1 		$1.61M Buy
5,197
+2,299
+79% +$756K 0.3% 41
2025
Q4 		$1M Buy
2,898
+1,077
+59% +$385K 0.2% 48
2025
Q3 		$601K Sell
1,821
-80
-4% -$24.5K 0.13% 65
2025
Q2 		$524K Buy
1,901
+201
+12% +$43.6K 0.12% 66
2025
Q1 		$285K Sell
1,700
-1,327
-44% -$281K 0.07% 92
2024
Q4 		$702K Sell
3,027
-67
-2% -$12.4K 0.17% 58
2024
Q3 		$534K Buy
3,094
+374
+14% +$60K 0.14% 73
2024
Q2 		$437K Buy
2,720
+260
+11% +$36.4K 0.12% 76
2024
Q1 		$332K Buy
2,460
+60
+3% +$7.43K 0.09% 85
2023
Q4 		$268K Buy
+2,400
New +$227K 0.08% 84

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

Sunburst Financial Group's AVGO Position: Q2 2026 in Review

Sunburst Financial Group increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $217K and bringing the position to 5,737 shares worth $2.17M. The position accounts for 0.35% of the portfolio, ranked #37.

Sunburst Financial Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sunburst Financial Group held 5,737 shares of Broadcom worth $2.17M as of Q2 2026.
  • Sunburst Financial Group bought 540 Broadcom shares in Q2 2026, an estimated $217K.
  • Broadcom made up 0.35% of Sunburst Financial Group's portfolio in Q2 2026, its #37 holding.
  • Sunburst Financial Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.