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AVGO icon

GWN Securities’s Broadcom AVGO Stock Holding History

GWN Securities’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 		$2.21M Sell
5,860
-658
-10% -$264K 0.37% 73
2026
Q1 		$2.02M Buy
6,518
+1,751
+37% +$576K 0.39% 72
2025
Q4 		$1.65M Sell
4,767
-250
-5% -$89.4K 0.33% 77
2025
Q3 		$1.69M Buy
5,017
+37
+0.7% +$11.4K 0.39% 65
2025
Q2 		$1.38M Sell
4,980
-6,295
-56% -$1.37M 0.26% 88
2025
Q1 		$2.07M Buy
11,275
+2,627
+30% +$556K 0.12% 194
2024
Q4 		$2.1M Buy
+8,648
New +$1.6M 0.56% 35

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

GWN Securities's AVGO Position: Q2 2026 in Review

GWN Securities reduced its Broadcom (AVGO) stake by 10% in Q2 2026, selling an estimated $264K and leaving 5,860 shares worth $2.21M. The position accounts for 0.37% of the portfolio, ranked #73.

GWN Securities first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • GWN Securities held 5,860 shares of Broadcom worth $2.21M as of Q2 2026.
  • GWN Securities sold 658 Broadcom shares in Q2 2026, an estimated $264K.
  • Broadcom made up 0.37% of GWN Securities's portfolio in Q2 2026, its #73 holding.
  • GWN Securities first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.