Dana Investment Advisors’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 | $63.5M | Sell |
168,130
-5,426
| -3% | -$2.18M | 1.65% | 8 |
|
|
2026
Q1 | $53.7M | Buy |
173,556
+12,090
| +7% | +$3.98M | 1.6% | 7 |
|
|
2025
Q4 | $55.9M | Sell |
161,466
-12,293
| -7% | -$4.4M | 1.63% | 8 |
|
|
2025
Q3 | $57.3M | Buy |
173,759
+4,442
| +3% | +$1.36M | 1.68% | 8 |
|
|
2025
Q2 | $46.7M | Sell |
169,317
-27,248
| -14% | -$5.92M | 1.54% | 7 |
|
|
2025
Q1 | $32.9M | Sell |
196,565
-40,972
| -17% | -$8.67M | 1.18% | 10 |
|
|
2024
Q4 | $55.1M | Sell |
237,537
-8,394
| -3% | -$1.55M | 1.82% | 6 |
|
|
2024
Q3 | $42.4M | Sell |
245,931
-11,569
| -4% | -$1.85M | 1.4% | 7 |
|
|
2024
Q2 | $41.3M | Sell |
257,500
-28,200
| -10% | -$3.95M | 1.4% | 7 |
|
|
2024
Q1 | $37.9M | Buy |
285,700
+63,800
| +29% | +$7.9M | 1.26% | 8 |
|
|
2023
Q4 | $24.8M | Sell |
221,900
-20,210
| -8% | -$1.91M | 1.2% | 16 |
|
|
2023
Q3 | $20.1M | Sell |
242,110
-40,940
| -14% | -$3.55M | 1.03% | 25 |
|
|
2023
Q2 | $24.6M | Sell |
283,050
-8,490
| -3% | -$605K | 1.21% | 19 |
|
|
2023
Q1 | $18.7M | Sell |
291,540
-5,300
| -2% | -$319K | 0.95% | 35 |
|
|
2022
Q4 | $16.6M | Buy |
296,840
+29,510
| +11% | +$1.48M | 0.87% | 41 |
|
|
2022
Q3 | $11.9M | Buy |
267,330
+226,810
| +560% | +$11.6M | 0.67% | 50 |
|
|
2022
Q2 | $1.97M | Buy |
40,520
+27,180
| +204% | +$1.53M | 0.1% | 143 |
|
|
2022
Q1 | $840K | Buy |
13,340
+2,420
| +22% | +$144K | 0.04% | 230 |
|
|
2021
Q4 | $727K | Buy |
10,920
+4,970
| +84% | +$279K | 0.03% | 239 |
|
|
2021
Q3 | $289K | Buy |
5,950
+440
| +8% | +$21.4K | 0.01% | 285 |
|
|
2021
Q2 | $263K | Sell |
5,510
-430
| -7% | -$19.9K | 0.01% | 295 |
|
|
2021
Q1 | $275K | Buy |
5,940
+980
| +20% | +$45.3K | 0.01% | 293 |
|
|
2020
Q4 | $217K | Buy |
+4,960
| New | +$193K | 0.01% | 287 |
|
|
2020
Q1 | – | Sell |
-8,640
| Closed | -$273K | – | 274 |
|
|
2019
Q4 | $273K | Sell |
8,640
-570
| -6% | -$17.3K | 0.01% | 267 |
|
|
2019
Q3 | $254K | Sell |
9,210
-657,980
| -99% | -$18.7M | 0.01% | 244 |
|
|
2019
Q2 | $19.2M | Sell |
667,190
-54,600
| -8% | -$1.59M | 0.95% | 40 |
|
|
2019
Q1 | $21.7M | Sell |
721,790
-46,800
| -6% | -$1.27M | 1.02% | 38 |
|
|
2018
Q4 | $19.5M | Buy |
+768,590
| New | +$18.1M | 0.99% | 39 |
|
|
2018
Q3 | – | Sell |
-482,740
| Closed | -$11.7M | – | 269 |
|
|
2018
Q2 | $11.7M | Buy |
482,740
+42,370
| +10% | +$1.04M | 0.51% | 62 |
|
|
2018
Q1 | $10.4M | Sell |
440,370
-897,910
| -67% | -$22.6M | 0.47% | 67 |
|
|
2017
Q4 | $34.4M | Sell |
1,338,280
-67,090
| -5% | -$1.74M | 1.5% | 18 |
|
|
2017
Q3 | $34.1M | Sell |
1,405,370
-126,690
| -8% | -$3.13M | 1.57% | 16 |
|
|
2017
Q2 | $35.7M | Sell |
1,532,060
-98,060
| -6% | -$2.27M | 1.68% | 8 |
|
|
2017
Q1 | $35.7M | Sell |
1,630,120
-200,150
| -11% | -$4.12M | 1.66% | 7 |
|
|
2016
Q4 | $32.4M | Buy |
1,830,270
+717,740
| +65% | +$12.4M | 1.52% | 9 |
|
|
2016
Q3 | $32.1M | Sell |
1,112,530
-367,180
| -25% | -$6.14M | 1.54% | 18 |
|
|
2016
Q2 | $23M | Buy |
+1,479,710
| New | +$22.5M | 1.02% | 41 |
|
|
2016
Q1 | – | Sell |
-2,440
| Closed | -$244 | – | 271 |
|
|
2015
Q4 | $244 | Sell |
2,440
-14,460
| -86% | -$188K | 0.01% | 264 |
|
|
2015
Q3 | $211K | Sell |
16,900
-210
| -1% | -$2.65K | 0.01% | 261 |
|
|
2015
Q2 | $227K | Buy |
17,110
+210
| +1% | +$2.75K | 0.01% | 254 |
|
|
2015
Q1 | $215K | Buy |
+16,900
| New | +$194K | 0.01% | 255 |
|
|
2014
Q3 | – | Sell |
-133,190
| Closed | -$960K | – | 257 |
|
|
2014
Q2 | $960K | Sell |
133,190
-22,900
| -15% | -$154K | 0.06% | 170 |
|
|
2014
Q1 | $1M | Sell |
156,090
-26,810
| -15% | -$157K | 0.06% | 150 |
|
|
2013
Q4 | $967K | Buy |
+182,900
| New | +$842K | 0.06% | 144 |
|
Other funds holding AVGO
Dana Investment Advisors's AVGO Position: Q2 2026 in Review
Dana Investment Advisors reduced its Broadcom (AVGO) stake by 3.1% in Q2 2026, selling an estimated $2.18M and leaving 168,130 shares worth $63.5M. The position accounts for 1.65% of the portfolio, ranked #8.
Dana Investment Advisors first reported a position in AVGO in Q4 2013 and has held it in 44 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Dana Investment Advisors held 168,130 shares of Broadcom worth $63.5M as of Q2 2026.
- Dana Investment Advisors sold 5,426 Broadcom shares in Q2 2026, an estimated $2.18M.
- Broadcom made up 1.65% of Dana Investment Advisors's portfolio in Q2 2026, its #8 holding.
- Dana Investment Advisors first reported a position in Broadcom in Q4 2013 and has held it in 44 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.