Gradient Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.08M | Sell |
10,801
-330
| -3% | -$132K | 0.94% | 34 |
|
|
2026
Q1 | $3.45M | Sell |
11,131
-152
| -1% | -$50K | 0.89% | 37 |
|
|
2025
Q4 | $3.91M | Sell |
11,283
-1,015
| -8% | -$363K | 1.01% | 34 |
|
|
2025
Q3 | $4.06M | Sell |
12,298
-406
| -3% | -$125K | 1.09% | 32 |
|
|
2025
Q2 | $3.5M | Buy |
12,704
+3,004
| +31% | +$652K | 1.03% | 33 |
|
|
2025
Q1 | $1.62M | Buy |
9,700
+340
| +4% | +$72K | 0.53% | 46 |
|
|
2024
Q4 | $2.17M | Sell |
9,360
-445
| -5% | -$82.3K | 0.7% | 37 |
|
|
2024
Q3 | $1.69M | Sell |
9,805
-945
| -9% | -$152K | 0.56% | 44 |
|
|
2024
Q2 | $1.73M | Buy |
10,750
+530
| +5% | +$74.3K | 0.62% | 40 |
|
|
2024
Q1 | $1.36M | Sell |
10,220
-190
| -2% | -$23.5K | 0.5% | 47 |
|
|
2023
Q4 | $1.16M | Buy |
10,410
+550
| +6% | +$52.1K | 0.44% | 50 |
|
|
2023
Q3 | $819K | Buy |
9,860
+110
| +1% | +$9.54K | 0.34% | 65 |
|
|
2023
Q2 | $846K | Buy |
9,750
+120
| +1% | +$8.56K | 0.34% | 65 |
|
|
2023
Q1 | $618K | Buy |
9,630
+50
| +0.5% | +$3.01K | 0.26% | 74 |
|
|
2022
Q4 | $535K | Buy |
9,580
+60
| +0.6% | +$3.01K | 0.24% | 74 |
|
|
2022
Q3 | $423K | Buy |
9,520
+60
| +0.6% | +$3.06K | 0.2% | 83 |
|
|
2022
Q2 | $460K | Buy |
9,460
+40
| +0.4% | +$2.25K | 0.22% | 83 |
|
|
2022
Q1 | $593K | Buy |
9,420
+200
| +2% | +$11.9K | 0.25% | 77 |
|
|
2021
Q4 | $614K | Buy |
9,220
+50
| +0.5% | +$2.81K | 0.26% | 73 |
|
|
2021
Q3 | $445K | Buy |
9,170
+50
| +0.5% | +$2.43K | 0.2% | 81 |
|
|
2021
Q2 | $435K | Buy |
9,120
+190
| +2% | +$8.8K | 0.2% | 82 |
|
|
2021
Q1 | $414K | Buy |
8,930
+60
| +0.7% | +$2.77K | 0.22% | 83 |
|
|
2020
Q4 | $388K | Buy |
8,870
+150
| +2% | +$5.85K | 0.22% | 77 |
|
|
2020
Q3 | $318K | Buy |
8,720
+400
| +5% | +$13.4K | 0.2% | 80 |
|
|
2020
Q2 | $263K | Buy |
+8,320
| New | +$233K | 0.18% | 85 |
|
|
2020
Q1 | – | Sell |
-8,160
| Closed | -$258K | – | 90 |
|
|
2019
Q4 | $258K | Sell |
8,160
-190
| -2% | -$5.77K | 0.18% | 83 |
|
|
2019
Q3 | $231K | Sell |
8,350
-620
| -7% | -$17.6K | 0.17% | 85 |
|
|
2019
Q2 | $258K | Buy |
8,970
+2,190
| +32% | +$63.8K | 0.2% | 80 |
|
|
2019
Q1 | $204K | Buy |
+6,780
| New | +$184K | 0.16% | 86 |
|
Other funds holding AVGO
Gradient Capital Advisors's AVGO Position: Q2 2026 in Review
Gradient Capital Advisors reduced its Broadcom (AVGO) stake by 3% in Q2 2026, selling an estimated $132K and leaving 10,801 shares worth $4.08M. The position accounts for 0.94% of the portfolio, ranked #34.
Gradient Capital Advisors first reported a position in AVGO in Q1 2019 and has held it in 29 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Gradient Capital Advisors held 10,801 shares of Broadcom worth $4.08M as of Q2 2026.
- Gradient Capital Advisors sold 330 Broadcom shares in Q2 2026, an estimated $132K.
- Broadcom made up 0.94% of Gradient Capital Advisors's portfolio in Q2 2026, its #34 holding.
- Gradient Capital Advisors first reported a position in Broadcom in Q1 2019 and has held it in 29 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.