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
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

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

Dale Q Rice Investment Management's AVGO Position: Q2 2026 in Review

Dale Q Rice Investment Management increased its Broadcom (AVGO) stake by 3.7% in Q2 2026, buying an estimated $12K and bringing the position to 837 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #57.

Dale Q Rice Investment Management first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Dale Q Rice Investment Management held 837 shares of Broadcom worth $316K as of Q2 2026.
  • Dale Q Rice Investment Management bought 30 Broadcom shares in Q2 2026, an estimated $12K.
  • Broadcom made up 0.17% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #57 holding.
  • Dale Q Rice Investment Management first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.