GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Broadcom AVGO Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$21.7M Buy
57,328
+113
+0.2% +$45.3K 0.58% 43
2026
Q1 		$17.7M Buy
57,215
+3,024
+6% +$995K 0.56% 41
2025
Q4 		$18.8M Buy
54,191
+10,257
+23% +$3.67M 0.66% 37
2025
Q3 		$14.5M Buy
43,934
+2,572
+6% +$789K 0.5% 44
2025
Q2 		$11.4M Buy
41,362
+750
+2% +$163K 0.44% 51
2025
Q1 		$6.8M Buy
40,612
+7,893
+24% +$1.67M 0.31% 63
2024
Q4 		$7.59M Buy
32,719
+6,401
+24% +$1.18M 0.33% 59
2024
Q3 		$4.54M Buy
26,318
+10,518
+67% +$1.69M 0.21% 76
2024
Q2 		$2.54M Buy
15,800
+9,110
+136% +$1.28M 0.13% 92
2024
Q1 		$887K Buy
6,690
+230
+4% +$28.5K 0.05% 136
2023
Q4 		$721K Sell
6,460
-830
-11% -$78.6K 0.04% 147
2023
Q3 		$606K Sell
7,290
-50
-0.7% -$4.33K 0.04% 148
2023
Q2 		$637K Sell
7,340
-1,100
-13% -$78.4K 0.04% 147
2023
Q1 		$541K Sell
8,440
-5,440
-39% -$327K 0.04% 160
2022
Q4 		$776K Sell
13,880
-120
-0.9% -$6.02K 0.07% 141
2022
Q3 		$621K Sell
14,000
-100
-0.7% -$5.11K 0.06% 142
2022
Q2 		$684K Buy
14,100
+290
+2% +$16.3K 0.06% 138
2022
Q1 		$869K Sell
13,810
-810
-6% -$48.1K 0.07% 121
2021
Q4 		$972K Buy
14,620
+1,370
+10% +$77K 0.08% 113
2021
Q3 		$642K Sell
13,250
-200
-1% -$9.73K 0.08% 89
2021
Q2 		$641K Sell
13,450
-290
-2% -$13.4K 0.07% 128
2021
Q1 		$637K Sell
13,740
-1,420
-9% -$65.7K 0.08% 119
2020
Q4 		$663K Buy
15,160
+5,390
+55% +$210K 0.09% 99
2020
Q3 		$355K Buy
+9,770
New +$327K 0.08% 92
2020
Q1 		– Sell
-6,500
Closed -$205K – 130
2019
Q4 		$205K Buy
+6,500
New +$197K 0.05% 120

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AVGO Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Broadcom (AVGO) stake by 0.2% in Q2 2026, buying an estimated $45.3K and bringing the position to 57,328 shares worth $21.7M. The position accounts for 0.58% of the portfolio, ranked #43.

Gerber Kawasaki Wealth & Investment Management first reported a position in AVGO in Q4 2019 and has held it in 25 quarters since. 3,605 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 57,328 shares of Broadcom worth $21.7M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 113 Broadcom shares in Q2 2026, an estimated $45.3K.
  • Broadcom made up 0.58% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #43 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Broadcom in Q4 2019 and has held it in 25 quarters since.
  • 3,605 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.