Grant Private Wealth Management’s Broadcom AVGO Stock Holding History

Grant Private Wealth 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	$12.1M	Buy	32,029 +3,252	+11%	+$1.3M	5.1%	5
2026 Q1	$8.91M	Buy	28,777 +4,583	+19%	+$1.51M	4.73%	5
2025 Q4	$8.37M	Buy	24,194 +744	+3%	+$266K	5.06%	3
2025 Q3	$7.74M	Buy	23,450 +22,605	+2,675%	+$6.93M	4.77%	4
2025 Q2	$233K	Sell	845 -7,684	-90%	-$1.67M	0.13%	63
2025 Q1	$1.42M	Buy	8,529 +467	+6%	+$98.8K	1.53%	15
2024 Q4	$1.87M	Buy	+8,062	New	+$1.49M	2.02%	10

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Grant Private Wealth Management's AVGO Position: Q2 2026 in Review

Grant Private Wealth Management increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $1.3M and bringing the position to 32,029 shares worth $12.1M. The position accounts for 5.1% of the portfolio, ranked #5.

Grant Private Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Grant Private Wealth Management held 32,029 shares of Broadcom worth $12.1M as of Q2 2026.
Grant Private Wealth Management bought 3,252 Broadcom shares in Q2 2026, an estimated $1.3M.
Broadcom made up 5.1% of Grant Private Wealth Management's portfolio in Q2 2026, its #5 holding.
Grant Private Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.