Brad Gerstner’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-67,094
Closed -$20.8M 21
2026
Q1
$20.8M Buy
67,094
+34,965
+109% +$11.5M 0.36% 12
2025
Q4
$11.1M Sell
32,129
-712,647
-96% -$255M 0.17% 17
2025
Q3
$246M Buy
+744,776
New +$228M 3.24% 10
2024
Q4
Sell
-396,895
Closed -$68.5M 25
2024
Q3
$68.5M Buy
+396,895
New +$63.6M 1.01% 16
2024
Q2
Sell
-396,100
Closed -$52.5M 21
2024
Q1
$52.5M Buy
+396,100
New +$49.1M 0.81% 12

Other funds holding AVGO

Brad Gerstner's AVGO Position: Q2 2026 in Review

Brad Gerstner sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 67,094 shares — an estimated $20.8M sold.

Brad Gerstner first reported a position in AVGO in Q1 2024 and held it in 5 quarters. The position peaked at $246M in Q3 2025. 4,632 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Brad Gerstner reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Brad Gerstner sold 67,094 Broadcom shares in Q2 2026, an estimated $20.8M.
  • Brad Gerstner first reported a position in Broadcom in Q1 2024 and held it in 5 quarters.
  • Brad Gerstner's Broadcom position peaked at $246M in Q3 2025.
  • 4,632 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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