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Synergy Financial Group’s Broadcom AVGO Stock Holding History

Synergy 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 		$1.9M Sell
5,034
-50
-1% -$20K 1.37% 18
2026
Q1 		$1.57M Sell
5,084
-38
-0.7% -$12.5K 1.18% 19
2025
Q4 		$1.77M Sell
5,122
-86
-2% -$30.8K 1.25% 18
2025
Q3 		$1.72M Sell
5,208
-162
-3% -$49.7K 1.16% 19
2025
Q2 		$1.48M Sell
5,370
-6
-0.1% -$1.3K 1.09% 21
2025
Q1 		$900K Buy
5,376
+9
+0.2% +$1.91K 0.81% 29
2024
Q4 		$1.24M Sell
5,367
-1,030
-16% -$191K 1.04% 21
2024
Q3 		$1.1M Sell
6,397
-23
-0.4% -$3.69K 1.05% 22
2024
Q2 		$1.03M Buy
6,420
+20
+0.3% +$2.8K 1.08% 22
2024
Q1 		$849K Sell
6,400
-930
-13% -$115K 0.96% 25
2023
Q4 		$818K Sell
7,330
-1,040
-12% -$98.5K 1% 23
2023
Q3 		$695K Buy
8,370
+1,010
+14% +$87.5K 0.97% 27
2023
Q2 		$638K Buy
7,360
+1,650
+29% +$118K 0.86% 30
2023
Q1 		$366K Hold
5,710
– – 0.6% 43
2022
Q4 		$319K Sell
5,710
-1,320
-19% -$66.2K 0.63% 46
2022
Q3 		$312K Hold
7,030
– – 0.47% 59
2022
Q2 		$342K Sell
7,030
-270
-4% -$15.2K 0.54% 53
2022
Q1 		$460K Sell
7,300
-70
-0.9% -$4.16K 0.48% 55
2021
Q4 		$490K Buy
+7,370
New +$414K 0.44% 57

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 Financial Group's AVGO Position: Q2 2026 in Review

Synergy Financial Group reduced its Broadcom (AVGO) stake by 0.98% in Q2 2026, selling an estimated $20K and leaving 5,034 shares worth $1.9M. The position accounts for 1.37% of the portfolio, ranked #18.

Synergy Financial Group first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Synergy Financial Group held 5,034 shares of Broadcom worth $1.9M as of Q2 2026.
  • Synergy Financial Group sold 50 Broadcom shares in Q2 2026, an estimated $20K.
  • Broadcom made up 1.37% of Synergy Financial Group's portfolio in Q2 2026, its #18 holding.
  • Synergy Financial Group first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.