GIA
AVGO icon

Gladstone Institutional Advisory’s Broadcom AVGO Stock Holding History

Gladstone Institutional Advisory’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 Sell
57,512
-559
-1% -$224K 0.69% 31
2026
Q1 		$18M Buy
58,071
+2,323
+4% +$764K 0.67% 33
2025
Q4 		$19.3M Buy
55,748
+2,708
+5% +$968K 0.73% 29
2025
Q3 		$17.5M Sell
53,040
-2,216
-4% -$680K 0.67% 32
2025
Q2 		$15.2M Buy
55,256
+1,387
+3% +$301K 0.63% 32
2025
Q1 		$9.02M Buy
53,869
+3,922
+8% +$830K 0.42% 51
2024
Q4 		$11.6M Sell
49,947
-11,233
-18% -$2.08M 0.54% 37
2024
Q3 		$10.6M Buy
61,180
+4,470
+8% +$717K 0.52% 42
2024
Q2 		$9.11M Sell
56,710
-690
-1% -$96.7K 0.47% 44
2024
Q1 		$7.61M Sell
57,400
-16,230
-22% -$2.01M 0.42% 54
2023
Q4 		$8.22M Buy
73,630
+4,810
+7% +$455K 0.46% 48
2023
Q3 		$5.72M Sell
68,820
-5,730
-8% -$497K 0.37% 69
2023
Q2 		$6.47M Sell
74,550
-15,360
-17% -$1.1M 0.39% 59
2023
Q1 		$5.77M Buy
89,910
+6,830
+8% +$411K 0.37% 66
2022
Q4 		$4.65M Buy
83,080
+6,300
+8% +$316K 0.33% 81
2022
Q3 		$3.41M Sell
76,780
-7,180
-9% -$367K 0.27% 97
2022
Q2 		$4.08M Buy
83,960
+2,830
+3% +$159K 0.32% 75
2022
Q1 		$5.11M Buy
81,130
+38,500
+90% +$2.29M 0.35% 71
2021
Q4 		$2.84M Buy
42,630
+13,750
+48% +$773K 0.22% 124
2021
Q3 		$1.4M Buy
28,880
+21,450
+289% +$1.04M 0.14% 193
2021
Q2 		$354K Buy
7,430
+2,780
+60% +$129K 0.04% 365
2021
Q1 		$216K Buy
+4,650
New +$215K 0.03% 372
2020
Q2 		– Sell
-11,280
Closed -$267K – 246
2020
Q1 		$267K Sell
11,280
-1,770
-14% -$49.9K 0.07% 207
2019
Q4 		$412K Buy
13,050
+1,410
+12% +$42.8K 0.1% 158
2019
Q3 		$321K Sell
11,640
-1,380
-11% -$39.2K 0.08% 193
2019
Q2 		$375K Buy
+13,020
New +$379K 0.11% 179

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

Gladstone Institutional Advisory's AVGO Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Broadcom (AVGO) stake by 0.96% in Q2 2026, selling an estimated $224K and leaving 57,512 shares worth $21.7M. The position accounts for 0.69% of the portfolio, ranked #31.

Gladstone Institutional Advisory first reported a position in AVGO in Q2 2019 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gladstone Institutional Advisory held 57,512 shares of Broadcom worth $21.7M as of Q2 2026.
  • Gladstone Institutional Advisory sold 559 Broadcom shares in Q2 2026, an estimated $224K.
  • Broadcom made up 0.69% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #31 holding.
  • Gladstone Institutional Advisory first reported a position in Broadcom in Q2 2019 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.