DBRC
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D.B. Root & Company’s Broadcom AVGO Stock Holding History

D.B. Root & Company’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 		$2.71M Buy
7,162
+972
+16% +$390K 0.57% 32
2026
Q1 		$1.92M Sell
6,190
-296
-5% -$97.4K 0.46% 37
2025
Q4 		$2.24M Buy
6,486
+348
+6% +$124K 0.55% 32
2025
Q3 		$2.03M Buy
6,138
+750
+14% +$230K 0.51% 31
2025
Q2 		$1.49M Buy
5,388
+887
+20% +$193K 0.44% 37
2025
Q1 		$754K Sell
4,501
-1,024
-19% -$217K 0.24% 76
2024
Q4 		$1.28M Buy
5,525
+191
+4% +$35.3K 0.41% 46
2024
Q3 		$920K Buy
5,334
+2,854
+115% +$458K 0.3% 60
2024
Q2 		$398K Buy
2,480
+910
+58% +$128K 0.14% 125
2024
Q1 		$208K Buy
+1,570
New +$195K 0.07% 169

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

D.B. Root & Company's AVGO Position: Q2 2026 in Review

D.B. Root & Company increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $390K and bringing the position to 7,162 shares worth $2.71M. The position accounts for 0.57% of the portfolio, ranked #32.

D.B. Root & Company first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • D.B. Root & Company held 7,162 shares of Broadcom worth $2.71M as of Q2 2026.
  • D.B. Root & Company bought 972 Broadcom shares in Q2 2026, an estimated $390K.
  • Broadcom made up 0.57% of D.B. Root & Company's portfolio in Q2 2026, its #32 holding.
  • D.B. Root & Company first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.