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Annis Gardner Whiting Capital Advisors’s Broadcom AVGO Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$4.75M Buy
12,583
+1,704
+16% +$683K 0.71% 20
2026
Q1 		$3.37M Sell
10,879
-719
-6% -$237K 0.54% 25
2025
Q4 		$4.01M Buy
11,598
+3,346
+41% +$1.2M 0.76% 17
2025
Q3 		$2.72M Sell
8,252
-259
-3% -$79.5K 0.56% 26
2025
Q2 		$2.35M Buy
8,511
+777
+10% +$169K 0.81% 18
2025
Q1 		$1.29M Sell
7,734
-261
-3% -$55.2K 0.55% 36
2024
Q4 		$1.85M Sell
7,995
-70
-0.9% -$12.9K 0.52% 35
2024
Q3 		$1.39M Sell
8,065
-1,095
-12% -$176K 0.39% 44
2024
Q2 		$1.47M Buy
9,160
+520
+6% +$72.9K 0.42% 43
2024
Q1 		$1.15M Buy
8,640
+1,640
+23% +$203K 0.41% 33
2023
Q4 		$781K Buy
7,000
+20
+0.3% +$1.89K 0.35% 55
2023
Q3 		$580K Buy
+6,980
New +$605K 0.31% 58

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

Annis Gardner Whiting Capital Advisors's AVGO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $683K and bringing the position to 12,583 shares worth $4.75M. The position accounts for 0.71% of the portfolio, ranked #20.

Annis Gardner Whiting Capital Advisors first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 12,583 shares of Broadcom worth $4.75M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 1,704 Broadcom shares in Q2 2026, an estimated $683K.
  • Broadcom made up 0.71% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #20 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.