GKV Capital Management’s Broadcom AVGO Stock Holding History

GKV Capital 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	$19.6M	Buy	51,777 +841	+2%	+$337K	6.31%	2
2026 Q1	$15.8M	Sell	50,936 -1,014	-2%	-$334K	5.91%	2
2025 Q4	$18M	Sell	51,950 -2,600	-5%	-$930K	6.73%	2
2025 Q3	$18M	Sell	54,550 -620	-1%	-$190K	7.11%	2
2025 Q2	$15.2M	Sell	55,170 -2,300	-4%	-$499K	6.73%	3
2025 Q1	$9.62M	Sell	57,470 -4,030	-7%	-$853K	4.78%	4
2024 Q4	$14.3M	Buy	+61,500	New	+$11.4M	5.81%	3

Other funds holding AVGO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

GKV Capital Management's AVGO Position: Q2 2026 in Review

GKV Capital Management increased its Broadcom (AVGO) stake by 1.7% in Q2 2026, buying an estimated $337K and bringing the position to 51,777 shares worth $19.6M. The position accounts for 6.31% of the portfolio, ranked #2.

GKV Capital Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

GKV Capital Management held 51,777 shares of Broadcom worth $19.6M as of Q2 2026.
GKV Capital Management bought 841 Broadcom shares in Q2 2026, an estimated $337K.
Broadcom made up 6.31% of GKV Capital Management's portfolio in Q2 2026, its #2 holding.
GKV Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.