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Gerber LLC’s Broadcom AVGO Stock Holding History

Gerber LLC’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 		$342K Sell
906
-40
-4% -$16K 0.16% 58
2026
Q1 		$293K Sell
946
-16
-2% -$5.26K 0.16% 63
2025
Q4 		$333K Hold
962
– – 0.19% 55
2025
Q3 		$317K Buy
962
+161
+20% +$49.4K 0.2% 56
2025
Q2 		$221K Buy
+801
New +$174K 0.16% 80

Other funds holding AVGO

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Gerber LLC's AVGO Position: Q2 2026 in Review

Gerber LLC reduced its Broadcom (AVGO) stake by 4.2% in Q2 2026, selling an estimated $16K and leaving 906 shares worth $342K. The position accounts for 0.16% of the portfolio, ranked #58.

Gerber LLC first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 2,599 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gerber LLC held 906 shares of Broadcom worth $342K as of Q2 2026.
  • Gerber LLC sold 40 Broadcom shares in Q2 2026, an estimated $16K.
  • Broadcom made up 0.16% of Gerber LLC's portfolio in Q2 2026, its #58 holding.
  • Gerber LLC first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.