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Gould Asset Management’s Broadcom AVGO Stock Holding History

Gould Asset 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 		$2.22M Sell
5,883
-1,299
-18% -$521K 0.35% 35
2026
Q1 		$2.22M Buy
7,182
+564
+9% +$186K 0.39% 33
2025
Q4 		$2.29M Sell
6,618
-217
-3% -$77.6K 0.41% 33
2025
Q3 		$2.25M Buy
6,835
+150
+2% +$46K 0.42% 31
2025
Q2 		$1.84M Sell
6,685
-245
-4% -$53.2K 0.36% 38
2025
Q1 		$1.16M Buy
6,930
+5
+0.1% +$1.06K 0.24% 55
2024
Q4 		$1.61M Buy
6,925
+145
+2% +$26.8K 0.34% 41
2024
Q3 		$1.17M Sell
6,780
-390
-5% -$62.5K 0.25% 50
2024
Q2 		$1.15M Buy
7,170
+90
+1% +$12.6K 0.27% 48
2024
Q1 		$938K Hold
7,080
– – 0.23% 52
2023
Q4 		$790K Sell
7,080
-250
-3% -$23.7K 0.2% 56
2023
Q3 		$609K Buy
7,330
+20
+0.3% +$1.73K 0.17% 63
2023
Q2 		$634K Hold
7,310
– – 0.18% 63
2023
Q1 		$469K Sell
7,310
-100
-1% -$6.02K 0.13% 80
2022
Q4 		$414K Sell
7,410
-450
-6% -$22.6K 0.12% 99
2022
Q3 		$349K Buy
7,860
+450
+6% +$23K 0.12% 86
2022
Q2 		$360K Buy
7,410
+2,000
+37% +$112K 0.12% 96
2022
Q1 		$341K Buy
5,410
+50
+0.9% +$2.97K 0.1% 95
2021
Q4 		$357K Buy
+5,360
New +$301K 0.1% 98

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

Gould Asset Management's AVGO Position: Q2 2026 in Review

Gould Asset Management reduced its Broadcom (AVGO) stake by 18% in Q2 2026, selling an estimated $521K and leaving 5,883 shares worth $2.22M. The position accounts for 0.35% of the portfolio, ranked #35.

Gould Asset Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.29M in Q4 2025. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gould Asset Management held 5,883 shares of Broadcom worth $2.22M as of Q2 2026.
  • Gould Asset Management sold 1,299 Broadcom shares in Q2 2026, an estimated $521K.
  • Broadcom made up 0.35% of Gould Asset Management's portfolio in Q2 2026, its #35 holding.
  • Gould Asset Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Gould Asset Management's Broadcom position peaked at $2.29M in Q4 2025.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.