Davidson Kahn Capital Management’s Broadcom AVGO Stock Holding History

Davidson Kahn Capital 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	$2.13M	Buy	6,068 +37	+0.6%	+$13.9K	0.84%	27
2026 Q2	$2.28M	Buy	6,031 +4,509	+296%	+$1.81M	0.98%	29
2026 Q1	$471K	Buy	1,522 +35	+2%	+$11.5K	0.25%	44
2025 Q4	$515K	Buy	1,487 +270	+22%	+$96.6K	0.27%	52
2025 Q3	$401K	Buy	1,217 +113	+10%	+$34.7K	0.22%	54
2025 Q2	$307K	Buy	1,104 +215	+24%	+$46.7K	0.2%	52
2025 Q1	$149K	Buy	889 +100	+13%	+$21.2K	0.11%	54
2024 Q4	$183K	Buy	+789	New	+$146K	0.17%	53

Other funds holding AVGO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davidson Kahn Capital Management's AVGO Position: Q3 2026 in Review

Davidson Kahn Capital Management increased its Broadcom (AVGO) stake by 0.61% in Q3 2026, buying an estimated $13.9K and bringing the position to 6,068 shares worth $2.13M. The position accounts for 0.84% of the portfolio, ranked #27.

Davidson Kahn Capital Management first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q2 2026. 3,819 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Davidson Kahn Capital Management held 6,068 shares of Broadcom worth $2.13M as of Q3 2026.
Davidson Kahn Capital Management bought 37 Broadcom shares in Q3 2026, an estimated $13.9K.
Broadcom made up 0.84% of Davidson Kahn Capital Management's portfolio in Q3 2026, its #27 holding.
Davidson Kahn Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
Davidson Kahn Capital Management's Broadcom position peaked at $2.28M in Q2 2026.
3,819 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.