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Synergy Investment Management’s Broadcom AVGO Stock Holding History

Synergy Investment 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 		$635K Buy
1,703
+975
+134% +$391K 0.15% 80
2026
Q1 		$225K Buy
+728
New +$240K 0.07% 128
2025
Q2 		– Sell
-150
Closed -$25.1K – 109
2025
Q1 		$25.1K Hold
150
– – 0.01% 289
2024
Q4 		$34.8K Buy
+150
New +$27.7K 0.02% 272

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 Investment Management's AVGO Position: Q2 2026 in Review

Synergy Investment Management increased its Broadcom (AVGO) stake by 134% in Q2 2026, buying an estimated $391K and bringing the position to 1,703 shares worth $635K. The position accounts for 0.15% of the portfolio, ranked #80.

Synergy Investment Management first reported a position in AVGO in Q4 2024 and has held it in 4 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Synergy Investment Management held 1,703 shares of Broadcom worth $635K as of Q2 2026.
  • Synergy Investment Management bought 975 Broadcom shares in Q2 2026, an estimated $391K.
  • Broadcom made up 0.15% of Synergy Investment Management's portfolio in Q2 2026, its #80 holding.
  • Synergy Investment Management first reported a position in Broadcom in Q4 2024 and has held it in 4 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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