DQRIM
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Dale Q Rice Investment Management’s Broadcom AVGO Stock Holding History

Dale Q Rice Investment 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
2026
Q3 		$294K Hold
837
– – 0.16% 59
2026
Q2 		$316K Buy
837
+30
+4% +$12K 0.17% 57
2026
Q1 		$250K Hold
807
– – 0.19% 63
2025
Q4 		$279K Hold
807
– – 0.2% 62
2025
Q3 		$278K Buy
807
+7
+0.9% +$2.15K 0.2% 60
2025
Q2 		$225K Sell
800
-800
-50% -$174K 0.19% 63
2025
Q1 		$268K Buy
+1,600
New +$339K 0.14% 76

Other funds holding AVGO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Dale Q Rice Investment Management's AVGO Position: Q3 2026 in Review

Dale Q Rice Investment Management held its Broadcom (AVGO) position steady in Q3 2026 at 837 shares worth $294K. The position accounts for 0.16% of the portfolio, ranked #59.

Dale Q Rice Investment Management first reported a position in AVGO in Q1 2025 and has held it in 7 quarters since. The position peaked at $316K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Dale Q Rice Investment Management held 837 shares of Broadcom worth $294K as of Q3 2026.
  • Dale Q Rice Investment Management left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.16% of Dale Q Rice Investment Management's portfolio in Q3 2026, its #59 holding.
  • Dale Q Rice Investment Management first reported a position in Broadcom in Q1 2025 and has held it in 7 quarters since.
  • Dale Q Rice Investment Management's Broadcom position peaked at $316K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.