Dakota Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43.2M | Sell |
114,486
-422
| -0.4% | -$169K | 0.83% | 27 |
|
|
2026
Q1 | $35.6M | Sell |
114,908
-32,453
| -22% | -$10.7M | 0.77% | 32 |
|
|
2025
Q4 | $51M | Buy |
147,361
+32,473
| +28% | +$11.6M | 0.9% | 18 |
|
|
2025
Q3 | $37.9M | Sell |
114,888
-19,189
| -14% | -$5.89M | 0.76% | 26 |
|
|
2025
Q2 | $37M | Sell |
134,077
-104,255
| -44% | -$22.6M | 0.78% | 24 |
|
|
2025
Q1 | $39.9M | Sell |
238,332
-7,021
| -3% | -$1.49M | 0.93% | 15 |
|
|
2024
Q4 | $56.9M | Sell |
245,353
-15,943
| -6% | -$2.95M | 1.31% | 10 |
|
|
2024
Q3 | $45.1M | Sell |
261,296
-26,564
| -9% | -$4.26M | 1.02% | 12 |
|
|
2024
Q2 | $46.2M | Buy |
287,860
+44,570
| +18% | +$6.25M | 1.09% | 13 |
|
|
2024
Q1 | $32.2M | Buy |
243,290
+3,150
| +1% | +$390K | 0.8% | 20 |
|
|
2023
Q4 | $26.8M | Sell |
240,140
-350
| -0.1% | -$33.1K | 1.04% | 16 |
|
|
2023
Q3 | $20M | Sell |
240,490
-25,910
| -10% | -$2.25M | 0.88% | 23 |
|
|
2023
Q2 | $23.1M | Buy |
266,400
+57,580
| +28% | +$4.11M | 1.09% | 16 |
|
|
2023
Q1 | $13.4M | Buy |
208,820
+111,410
| +114% | +$6.7M | 0.89% | 23 |
|
|
2022
Q4 | $5.45M | Sell |
97,410
-6,370
| -6% | -$319K | 0.39% | 65 |
|
|
2022
Q3 | $4.61M | Buy |
103,780
+14,600
| +16% | +$746K | 0.37% | 65 |
|
|
2022
Q2 | $4.33M | Sell |
89,180
-93,490
| -51% | -$5.25M | 0.4% | 72 |
|
|
2022
Q1 | $11.5M | Buy |
182,670
+68,250
| +60% | +$4.05M | 0.93% | 20 |
|
|
2021
Q4 | $7.61M | Buy |
114,420
+40,030
| +54% | +$2.25M | 0.8% | 28 |
|
|
2021
Q3 | $3.61M | Buy |
74,390
+1,840
| +3% | +$89.5K | 0.41% | 66 |
|
|
2021
Q2 | $3.46M | Sell |
72,550
-7,540
| -9% | -$349K | 0.41% | 70 |
|
|
2021
Q1 | $3.71M | Buy |
80,090
+4,100
| +5% | +$190K | 0.49% | 57 |
|
|
2020
Q4 | $3.33M | Buy |
75,990
+39,780
| +110% | +$1.55M | 0.43% | 62 |
|
|
2020
Q3 | $1.32M | Sell |
36,210
-24,170
| -40% | -$810K | 0.21% | 105 |
|
|
2020
Q2 | $1.91M | Buy |
60,380
+30,480
| +102% | +$853K | 0.33% | 85 |
|
|
2020
Q1 | $709K | Buy |
+29,900
| New | +$842K | 0.15% | 129 |
|
|
2019
Q3 | – | Sell |
-105,760
| Closed | -$3.04M | – | 308 |
|
|
2019
Q2 | $3.04M | Buy |
105,760
+48,080
| +83% | +$1.4M | 0.58% | 44 |
|
|
2019
Q1 | $1.73M | Buy |
+57,680
| New | +$1.56M | 0.34% | 74 |
|
|
2018
Q3 | – | Sell |
-12,050
| Closed | -$292K | – | 285 |
|
|
2018
Q2 | $292K | Buy |
+12,050
| New | +$295K | 0.08% | 170 |
|
Other funds holding AVGO
Dakota Wealth Management's AVGO Position: Q2 2026 in Review
Dakota Wealth Management reduced its Broadcom (AVGO) stake by 0.37% in Q2 2026, selling an estimated $169K and leaving 114,486 shares worth $43.2M. The position accounts for 0.83% of the portfolio, ranked #27.
Dakota Wealth Management first reported a position in AVGO in Q2 2018 and has held it in 29 quarters since. The position peaked at $56.9M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Dakota Wealth Management held 114,486 shares of Broadcom worth $43.2M as of Q2 2026.
- Dakota Wealth Management sold 422 Broadcom shares in Q2 2026, an estimated $169K.
- Broadcom made up 0.83% of Dakota Wealth Management's portfolio in Q2 2026, its #27 holding.
- Dakota Wealth Management first reported a position in Broadcom in Q2 2018 and has held it in 29 quarters since.
- Dakota Wealth Management's Broadcom position peaked at $56.9M in Q4 2024.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.