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Dakota Wealth Management’s Broadcom AVGO Stock Holding History

Dakota Wealth Management’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
2024
Q3 		– Hold
0
– -$1.61M – 736
2024
Q2 		– Hold
0
– – – 291

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dakota Wealth Management's AVGO Position: Q1 2026 in Review

Dakota Wealth Management reduced its Broadcom (AVGO) stake by 22% in Q1 2026, selling an estimated $10.7M and leaving 114,908 shares worth $35.6M. The position accounts for 0.77% of the portfolio, ranked #32.

Dakota Wealth Management first reported a position in AVGO in Q2 2018 and has held it in 28 quarters since. The position peaked at $56.9M in Q4 2024. 4,668 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Dakota Wealth Management held 114,908 shares of Broadcom worth $35.6M as of Q1 2026.
  • Dakota Wealth Management sold 32,453 Broadcom shares in Q1 2026, an estimated $10.7M.
  • Broadcom made up 0.77% of Dakota Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Dakota Wealth Management first reported a position in Broadcom in Q2 2018 and has held it in 28 quarters since.
  • Dakota Wealth Management's Broadcom position peaked at $56.9M in Q4 2024.
  • 4,668 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.