GHI
AVGO icon

Gross & Hartman Investments’s Broadcom AVGO Stock Holding History

Gross & Hartman Investments’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 		$743K Sell
1,967
-130
-6% -$52.1K 0.33% 24
2026
Q1 		$649K Sell
2,097
-137
-6% -$45.1K 0.34% 27
2025
Q4 		$773K Buy
+2,234
New +$799K 0.44% 23

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Gross & Hartman Investments's AVGO Position: Q2 2026 in Review

Gross & Hartman Investments reduced its Broadcom (AVGO) stake by 6.2% in Q2 2026, selling an estimated $52.1K and leaving 1,967 shares worth $743K. The position accounts for 0.33% of the portfolio, ranked #24.

Gross & Hartman Investments first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $773K in Q4 2025. 4,632 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gross & Hartman Investments held 1,967 shares of Broadcom worth $743K as of Q2 2026.
  • Gross & Hartman Investments sold 130 Broadcom shares in Q2 2026, an estimated $52.1K.
  • Broadcom made up 0.33% of Gross & Hartman Investments's portfolio in Q2 2026, its #24 holding.
  • Gross & Hartman Investments first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Gross & Hartman Investments's Broadcom position peaked at $773K in Q4 2025.
  • 4,632 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.