Gradient Investments’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 | $77.6M | Buy |
205,399
+16,582
| +9% | +$6.65M | 1.07% | 19 |
|
|
2026
Q1 | $58.4M | Sell |
188,817
-74
| -0% | -$24.4K | 0.91% | 24 |
|
|
2025
Q4 | $65.4M | Sell |
188,891
-27,059
| -13% | -$9.68M | 1.04% | 22 |
|
|
2025
Q3 | $71.2M | Buy |
215,950
+748
| +0.3% | +$229K | 1.19% | 20 |
|
|
2025
Q2 | $59.3M | Buy |
215,202
+38,410
| +22% | +$8.34M | 1.08% | 22 |
|
|
2025
Q1 | $29.6M | Buy |
176,792
+7,881
| +5% | +$1.67M | 0.6% | 55 |
|
|
2024
Q4 | $39.2M | Buy |
168,911
+8,954
| +6% | +$1.66M | 0.79% | 35 |
|
|
2024
Q3 | $27.6M | Buy |
159,957
+21,397
| +15% | +$3.43M | 0.58% | 57 |
|
|
2024
Q2 | $22.2M | Buy |
138,560
+11,590
| +9% | +$1.62M | 0.5% | 61 |
|
|
2024
Q1 | $16.8M | Sell |
126,970
-24,200
| -16% | -$3M | 0.39% | 87 |
|
|
2023
Q4 | $16.9M | Buy |
151,170
+1,910
| +1% | +$181K | 0.41% | 83 |
|
|
2023
Q3 | $12.4M | Buy |
149,260
+8,470
| +6% | +$734K | 0.33% | 104 |
|
|
2023
Q2 | $12.2M | Sell |
140,790
-282,560
| -67% | -$20.2M | 0.31% | 107 |
|
|
2023
Q1 | $27.2M | Buy |
423,350
+12,140
| +3% | +$730K | 0.74% | 32 |
|
|
2022
Q4 | $23M | Buy |
411,210
+5,790
| +1% | +$290K | 0.72% | 34 |
|
|
2022
Q3 | $18M | Buy |
405,420
+50,670
| +14% | +$2.59M | 0.55% | 38 |
|
|
2022
Q2 | $17.2M | Buy |
354,750
+15,220
| +4% | +$854K | 0.5% | 42 |
|
|
2022
Q1 | $21.4M | Buy |
339,530
+112,610
| +50% | +$6.69M | 0.55% | 37 |
|
|
2021
Q4 | $15.1M | Sell |
226,920
-17,650
| -7% | -$992K | 0.38% | 57 |
|
|
2021
Q3 | $11.9M | Buy |
244,570
+4,240
| +2% | +$206K | 0.33% | 85 |
|
|
2021
Q2 | $11.5M | Buy |
240,330
+5,900
| +3% | +$273K | 0.34% | 86 |
|
|
2021
Q1 | $10.9M | Sell |
234,430
-48,420
| -17% | -$2.24M | 0.35% | 77 |
|
|
2020
Q4 | $10.3M | Sell |
282,850
-3,860
| -1% | -$150K | 0.44% | 57 |
|
|
2020
Q3 | $10.4M | Sell |
286,710
-23,480
| -8% | -$786K | 0.44% | 57 |
|
|
2020
Q2 | $9.79M | Sell |
310,190
-10,770
| -3% | -$301K | 0.45% | 63 |
|
|
2020
Q1 | $7.61M | Buy |
320,960
+12,050
| +4% | +$339K | 0.41% | 67 |
|
|
2019
Q4 | $9.76M | Buy |
308,910
+800
| +0.3% | +$24.3K | 0.43% | 71 |
|
|
2019
Q3 | $8.51M | Sell |
308,110
-5,910
| -2% | -$168K | 0.42% | 77 |
|
|
2019
Q2 | $9.04M | Buy |
314,020
+313,140
| +35,584% | +$9.13M | 0.46% | 59 |
|
|
2019
Q1 | $26K | Sell |
880
-391,510
| -100% | -$10.6M | ﹤0.01% | 411 |
|
|
2018
Q4 | $9.98M | Sell |
392,390
-5,770
| -1% | -$136K | 0.6% | 22 |
|
|
2018
Q3 | $9.82M | Buy |
398,160
+48,200
| +14% | +$1.08M | 0.5% | 40 |
|
|
2018
Q2 | $8.49M | Buy |
349,960
+18,760
| +6% | +$460K | 0.45% | 58 |
|
|
2018
Q1 | $7.8M | Buy |
331,200
+330,850
| +94,529% | +$8.33M | 0.42% | 72 |
|
|
2017
Q4 | $9K | Buy |
+350
| New | +$9.1K | ﹤0.01% | 608 |
|
Other funds holding AVGO
Gradient Investments's AVGO Position: Q2 2026 in Review
Gradient Investments increased its Broadcom (AVGO) stake by 8.8% in Q2 2026, buying an estimated $6.65M and bringing the position to 205,399 shares worth $77.6M. The position accounts for 1.07% of the portfolio, ranked #19.
Gradient Investments first reported a position in AVGO in Q4 2017 and has held it in 35 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Gradient Investments held 205,399 shares of Broadcom worth $77.6M as of Q2 2026.
- Gradient Investments bought 16,582 Broadcom shares in Q2 2026, an estimated $6.65M.
- Broadcom made up 1.07% of Gradient Investments's portfolio in Q2 2026, its #19 holding.
- Gradient Investments first reported a position in Broadcom in Q4 2017 and has held it in 35 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.