D.A. Davidson & Co’s Broadcom AVGO Stock Holding History

D.A. Davidson & Co’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	$250M	Sell	663,035 -51,251	-7%	-$20.5M	1.38%	9
2026 Q1	$221M	Sell	714,286 -16,958	-2%	-$5.58M	1.34%	9
2025 Q4	$253M	Sell	731,244 -22,710	-3%	-$8.12M	1.55%	7
2025 Q3	$249M	Sell	753,954 -96,588	-11%	-$29.6M	1.59%	7
2025 Q2	$234M	Buy	850,542 +163,838	+24%	+$35.6M	1.65%	7
2025 Q1	$115M	Sell	686,704 -12,572	-2%	-$2.66M	0.92%	19
2024 Q4	$162M	Sell	699,276 -7,104	-1%	-$1.31M	1.32%	10
2024 Q3	$122M	Sell	706,380 -5,590	-0.8%	-$896K	1.01%	16
2024 Q2	$114M	Sell	711,970 -30,720	-4%	-$4.31M	1.01%	16
2024 Q1	$98.4M	Sell	742,690 -22,310	-3%	-$2.76M	0.89%	18
2023 Q4	$85.4M	Buy	765,000 +10,690	+1%	+$1.01M	0.84%	21
2023 Q3	$62.7M	Sell	754,310 -55,180	-7%	-$4.78M	0.68%	24
2023 Q2	$70.2M	Sell	809,490 -51,080	-6%	-$3.64M	0.74%	23
2023 Q1	$55.2M	Sell	860,570 -1,020	-0.1%	-$61.4K	0.62%	30
2022 Q4	$48.2M	Buy	861,590 +50,130	+6%	+$2.51M	0.57%	36
2022 Q3	$36M	Buy	811,460 +40,860	+5%	+$2.09M	0.47%	48
2022 Q2	$37.4M	Buy	770,600 +23,950	+3%	+$1.34M	0.47%	46
2022 Q1	$47M	Buy	746,650 +47,150	+7%	+$2.8M	0.51%	39
2021 Q4	$46.5M	Buy	699,500 +151,310	+28%	+$8.51M	0.5%	38
2021 Q3	$26.6M	Buy	548,190 +279,150	+104%	+$13.6M	0.31%	70
2021 Q2	$12.8M	Buy	269,040 +17,270	+7%	+$800K	0.15%	114
2021 Q1	$11.7M	Buy	251,770 +19,180	+8%	+$887K	0.15%	115
2020 Q4	$10.2M	Buy	232,590 +16,320	+8%	+$636K	0.16%	107
2020 Q3	$7.88M	Buy	216,270 +50,760	+31%	+$1.7M	0.14%	120
2020 Q2	$5.22M	Buy	165,510 +38,550	+30%	+$1.08M	0.1%	153
2020 Q1	$3.01M	Buy	126,960 +46,150	+57%	+$1.3M	0.06%	234
2019 Q4	$2.55M	Buy	80,810 +7,590	+10%	+$230K	0.04%	316
2019 Q3	$2.02M	Buy	73,220 +2,340	+3%	+$66.5K	0.04%	341
2019 Q2	$2.04M	Sell	70,880 -147,970	-68%	-$4.31M	0.04%	335
2019 Q1	$6.54M	Sell	218,850 -103,340	-32%	-$2.8M	0.11%	148
2018 Q4	$8.19M	Buy	322,190 +14,190	+5%	+$335K	0.16%	106
2018 Q3	$7.6M	Buy	308,000 +3,090	+1%	+$69.3K	0.14%	130
2018 Q2	$7.4M	Buy	304,910 +15,540	+5%	+$381K	0.15%	120
2018 Q1	$6.82M	Buy	289,370 +98,020	+51%	+$2.47M	0.14%	124
2017 Q4	$4.92M	Sell	191,350 -850	-0.4%	-$22.1K	0.1%	165
2017 Q3	$4.66M	Buy	192,200 +2,150	+1%	+$53.2K	0.09%	204
2017 Q2	$4.43M	Buy	190,050 +10,190	+6%	+$236K	0.1%	166
2017 Q1	$3.94M	Sell	179,860 -10,540	-6%	-$217K	0.1%	174
2016 Q4	$3.36M	Sell	190,400 -21,650	-10%	-$375K	0.08%	251
2016 Q3	$3.65M	Sell	212,050 -38,670	-15%	-$647K	0.09%	217
2016 Q2	$3.89M	Buy	250,720 +28,070	+13%	+$428K	0.11%	180
2016 Q1	$3.44M	Buy	222,650 +221,490	+19,094%	+$2.99M	0.11%	188
2015 Q4	$16K	Hold	1,160	–	–	﹤0.01%	1766
2015 Q3	$14K	Sell	1,160 -1,900	-62%	-$24K	﹤0.01%	1767
2015 Q2	$40K	Buy	3,060 +2,250	+278%	+$29.5K	﹤0.01%	1512
2015 Q1	$10K	Buy	810 +450	+125%	+$5.16K	﹤0.01%	1787
2014 Q4	$3K	Hold	360	–	–	﹤0.01%	1981
2014 Q3	$3K	Sell	360 -10	-3%	-$78	﹤0.01%	1988
2014 Q2	$2K	Hold	370	–	–	﹤0.01%	2030
2014 Q1	$2K	Sell	370 -1,170	-76%	-$6.86K	﹤0.01%	2025
2013 Q4	$8K	Buy	+1,540	New	+$7.09K	﹤0.01%	1766
2013 Q3	–	Sell	-2,000	Closed	-$7K	–	1731
2013 Q2	$7K	Buy	+2,000	New	+$6.97K	﹤0.01%	1473

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

D.A. Davidson & Co's AVGO Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Broadcom (AVGO) stake by 7.2% in Q2 2026, selling an estimated $20.5M and leaving 663,035 shares worth $250M. The position accounts for 1.38% of the portfolio, ranked #9.

D.A. Davidson & Co first reported a position in AVGO in Q2 2013 and has held it in 52 quarters since. The position peaked at $253M in Q4 2025. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

D.A. Davidson & Co held 663,035 shares of Broadcom worth $250M as of Q2 2026.
D.A. Davidson & Co sold 51,251 Broadcom shares in Q2 2026, an estimated $20.5M.
Broadcom made up 1.38% of D.A. Davidson & Co's portfolio in Q2 2026, its #9 holding.
D.A. Davidson & Co first reported a position in Broadcom in Q2 2013 and has held it in 52 quarters since.
D.A. Davidson & Co's Broadcom position peaked at $253M in Q4 2025.
2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.