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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Synergy Financial Group's AVGO Position: Q1 2026 in Review

Synergy Financial Group reduced its Broadcom (AVGO) stake by 0.74% in Q1 2026, selling an estimated $12.5K and leaving 5,084 shares worth $1.57M. The position accounts for 1.18% of the portfolio, ranked #19.

Synergy Financial Group first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.77M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Synergy Financial Group held 5,084 shares of Broadcom worth $1.57M as of Q1 2026.
Synergy Financial Group sold 38 Broadcom shares in Q1 2026, an estimated $12.5K.
Broadcom made up 1.18% of Synergy Financial Group's portfolio in Q1 2026, its #19 holding.
Synergy Financial Group first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
Synergy Financial Group's Broadcom position peaked at $1.77M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.