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Synergy Asset Management’s Broadcom AVGO Stock Holding History

Synergy 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
Q2 		$17.4M Sell
46,085
-37,919
-45% -$15.2M 1.64% 17
2026
Q1 		$26M Buy
84,004
+23,867
+40% +$7.85M 2.76% 8
2025
Q4 		$20.8M Sell
60,137
-31,507
-34% -$11.3M 2.16% 14
2025
Q3 		$25.4M Buy
91,644
+2,438
+3% +$748K 0.92% 27
2025
Q2 		$24.6M Buy
89,206
+21,502
+32% +$4.67M 2.81% 10
2025
Q1 		$11.3M Buy
67,704
+48,006
+244% +$10.2M 1.43% 20
2024
Q4 		$4.57M Buy
19,698
+285
+1% +$52.7K 0.35% 55
2024
Q3 		$3.35M Buy
+19,413
New +$3.11M 0.51% 46
2024
Q2 		– Sell
-1,840
Closed -$244K – 142
2024
Q1 		$244K Buy
+1,840
New +$228K 0.04% 113
2023
Q3 		– Sell
-78,330
Closed -$6.79M – 131
2023
Q2 		$6.79M Sell
78,330
-74,020
-49% -$5.28M 1.68% 23
2023
Q1 		$9.77M Sell
152,350
-16,450
-10% -$990K 2.34% 12
2022
Q4 		$9.44M Buy
168,800
+37,660
+29% +$1.89M 2.42% 9
2022
Q3 		$5.82M Buy
+131,140
New +$6.7M 1.57% 16
2022
Q1 		– Sell
-33,460
Closed -$2.23M – 99
2021
Q4 		$2.23M Sell
33,460
-7,090
-17% -$399K 0.53% 51
2021
Q3 		$1.97M Sell
40,550
-27,260
-40% -$1.33M 0.46% 53
2021
Q2 		$3.23M Buy
+67,810
New +$3.14M 0.86% 43
2021
Q1 		– Sell
-79,100
Closed -$3.46M – 94
2020
Q4 		$3.46M Buy
+79,100
New +$3.08M 1.09% 36

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

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

Synergy Asset Management reduced its Broadcom (AVGO) stake by 45% in Q2 2026, selling an estimated $15.2M and leaving 46,085 shares worth $17.4M. The position accounts for 1.64% of the portfolio, ranked #17.

Synergy Asset Management first reported a position in AVGO in Q4 2020 and has held it in 17 quarters since. The position peaked at $26M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Synergy Asset Management held 46,085 shares of Broadcom worth $17.4M as of Q2 2026.
  • Synergy Asset Management sold 37,919 Broadcom shares in Q2 2026, an estimated $15.2M.
  • Broadcom made up 1.64% of Synergy Asset Management's portfolio in Q2 2026, its #17 holding.
  • Synergy Asset Management first reported a position in Broadcom in Q4 2020 and has held it in 17 quarters since.
  • Synergy Asset Management's Broadcom position peaked at $26M in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.