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Broadcom shares owned by Gray Private Wealth

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Gray Private Wealth from 13F filings

Historical chart of Gray Private Wealth investment in Broadcom

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All positions including Broadcom held by Gray Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Gray Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $538k 1.4k 377.75
2026-03-31 $332k 1.1k 309.51
2025-12-31 $381k 1.1k 346.10
2025-09-30 $363k 1.1k 329.91
2025-06-30 $304k 1.1k 275.65

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Real Estate Etf (VNQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U.s. Real Es Etf (IYR)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Gray Private Wealth

Top funds holding Broadcom

BlackRock
Vanguard Capital Management
State Street Corporation
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FMR
Capital World Investors
Capital Research Global Investors
Geode Capital Management
Capital Research and Management Company - Division 3
Morgan Stanley
Bank of America Corporation
Wellington Management Company
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Broadcom