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GDS Wealth Management’s Broadcom AVGO Stock Holding History

GDS Wealth 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 		$13.4M Buy
35,382
+20,547
+139% +$8.24M 0.64% 62
2026
Q1 		$4.59M Buy
14,835
+4,146
+39% +$1.36M 0.28% 71
2025
Q4 		$3.7M Sell
10,689
-675
-6% -$241K 0.23% 77
2025
Q3 		$3.75M Buy
11,364
+392
+4% +$120K 0.25% 77
2025
Q2 		$3.02M Buy
10,972
+85
+0.8% +$18.5K 0.22% 78
2025
Q1 		$1.82M Sell
10,887
-617
-5% -$131K 0.16% 80
2024
Q4 		$2.67M Buy
11,504
+767
+7% +$142K 0.24% 69
2024
Q3 		$1.85M Sell
10,737
-1,093
-9% -$175K 0.18% 63
2024
Q2 		$1.9M Buy
11,830
+620
+6% +$86.9K 0.21% 58
2024
Q1 		$1.49M Buy
11,210
+900
+9% +$112K 0.17% 60
2023
Q4 		$1.15M Sell
10,310
-690
-6% -$65.3K 0.16% 57
2023
Q3 		$914K Sell
11,000
-680
-6% -$58.9K 0.14% 54
2023
Q2 		$1.01M Sell
11,680
-70
-0.6% -$4.99K 0.16% 57
2023
Q1 		$754K Sell
11,750
-170
-1% -$10.2K 0.13% 61
2022
Q4 		$666K Sell
11,920
-59,470
-83% -$2.98M 0.13% 67
2022
Q3 		$3.17M Buy
71,390
+5,840
+9% +$298K 0.71% 44
2022
Q2 		$3.18M Buy
65,550
+7,250
+12% +$407K 0.71% 40
2022
Q1 		$3.42M Buy
58,300
+3,870
+7% +$230K 0.75% 36
2021
Q4 		$3.62M Buy
+54,430
New +$3.06M 0.81% 34

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

GDS Wealth Management's AVGO Position: Q2 2026 in Review

GDS Wealth Management increased its Broadcom (AVGO) stake by 139% in Q2 2026, buying an estimated $8.24M and bringing the position to 35,382 shares worth $13.4M. The position accounts for 0.64% of the portfolio, ranked #62.

GDS Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • GDS Wealth Management held 35,382 shares of Broadcom worth $13.4M as of Q2 2026.
  • GDS Wealth Management bought 20,547 Broadcom shares in Q2 2026, an estimated $8.24M.
  • Broadcom made up 0.64% of GDS Wealth Management's portfolio in Q2 2026, its #62 holding.
  • GDS Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.