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Gallagher Fiduciary Advisors’s Broadcom AVGO Stock Holding History

Gallagher Fiduciary 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 		$258K Buy
684
+1
+0.1% +$401 0.01% 318
2026
Q1 		$211K Buy
683
+44
+7% +$14.5K 0.01% 319
2025
Q4 		$221K Buy
+639
New +$229K 0.01% 309

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

Gallagher Fiduciary Advisors's AVGO Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Broadcom (AVGO) stake by 0.15% in Q2 2026, buying an estimated $401 and bringing the position to 684 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #318.

Gallagher Fiduciary Advisors first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gallagher Fiduciary Advisors held 684 shares of Broadcom worth $258K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #318 holding.
  • Gallagher Fiduciary Advisors first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.