Sunstone Asset Management’s Broadcom AVGO Stock Holding History

Sunstone Asset Management’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 Q1	–	Sell	-5,000	Closed	-$232K	–	62
2025 Q4	$232K	Buy	+5,000	New	+$1.79M	0.22%	52

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sunstone Asset Management's AVGO Position: Q2 2026 in Review

Sunstone Asset Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 2,721 shares — an estimated $843K sold.

Sunstone Asset Management first reported a position in AVGO in Q4 2025 and held it in 2 quarters. The position peaked at $1.81M in Q4 2025. 4,826 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Sunstone Asset Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
Sunstone Asset Management sold 2,721 Broadcom shares in Q2 2026, an estimated $843K.
Sunstone Asset Management first reported a position in Broadcom in Q4 2025 and held it in 2 quarters.
Sunstone Asset Management's Broadcom position peaked at $1.81M in Q4 2025.
4,826 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sunstone Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.