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AVGO icon

Gray Private Wealth’s Broadcom AVGO Stock Holding History

Gray Private Wealth’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 		$538K Buy
1,423
+351
+33% +$141K 0.23% 26
2026
Q1 		$332K Sell
1,072
-29
-3% -$9.54K 0.17% 33
2025
Q4 		$381K Hold
1,101
– – 0.19% 32
2025
Q3 		$363K Hold
1,101
– – 0.18% 30
2025
Q2 		$303K Buy
+1,101
New +$239K 0.16% 31

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

Gray Private Wealth's AVGO Position: Q2 2026 in Review

Gray Private Wealth increased its Broadcom (AVGO) stake by 33% in Q2 2026, buying an estimated $141K and bringing the position to 1,423 shares worth $538K. The position accounts for 0.23% of the portfolio, ranked #26.

Gray Private Wealth first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,809 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gray Private Wealth held 1,423 shares of Broadcom worth $538K as of Q2 2026.
  • Gray Private Wealth bought 351 Broadcom shares in Q2 2026, an estimated $141K.
  • Broadcom made up 0.23% of Gray Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Gray Private Wealth first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 4,809 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.