Syntax Research’s Broadcom AVGO Stock Holding History

Syntax Research’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	$2.18M	Sell	5,760 -7,353	-56%	-$2.95M	1.59%	16
2026 Q1	$4.06M	Buy	13,113 +103	+0.8%	+$33.9K	2.58%	11
2025 Q4	$4.5M	Sell	13,010 -623	-5%	-$223K	2.78%	10
2025 Q3	$4.5M	Sell	13,633 -1,694	-11%	-$520K	2.89%	9
2025 Q2	$4.22M	Sell	15,327 -2,025	-12%	-$440K	3%	8
2025 Q1	$2.91M	Buy	17,352 +10,560	+155%	+$2.23M	2.01%	21
2024 Q4	$1.57M	Sell	6,792 -107	-2%	-$19.8K	1.13%	29
2024 Q3	$1.19M	Sell	6,899 -121	-2%	-$19.4K	0.8%	34
2024 Q2	$1.13M	Sell	7,020 -750	-10%	-$105K	0.89%	24
2024 Q1	$1.03M	Sell	7,770 -610	-7%	-$75.6K	0.79%	30
2023 Q4	$936K	Sell	8,380 -630	-7%	-$59.7K	0.78%	32
2023 Q3	$748K	Buy	+9,010	New	+$781K	0.61%	35

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

Syntax Research's AVGO Position: Q2 2026 in Review

Syntax Research reduced its Broadcom (AVGO) stake by 56% in Q2 2026, selling an estimated $2.95M and leaving 5,760 shares worth $2.18M. The position accounts for 1.59% of the portfolio, ranked #16.

Syntax Research first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.5M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Syntax Research held 5,760 shares of Broadcom worth $2.18M as of Q2 2026.
Syntax Research sold 7,353 Broadcom shares in Q2 2026, an estimated $2.95M.
Broadcom made up 1.59% of Syntax Research's portfolio in Q2 2026, its #16 holding.
Syntax Research first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
Syntax Research's Broadcom position peaked at $4.5M in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.