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Daymark Wealth Partners’s Broadcom AVGO Stock Holding History

Daymark Wealth Partners’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 		$64.8M Buy
171,487
+28,364
+20% +$11.4M 1.58% 12
2026
Q1 		$44.3M Buy
143,123
+1,733
+1% +$570K 1.39% 12
2025
Q4 		$48.9M Sell
141,390
-3,438
-2% -$1.23M 1.56% 11
2025
Q3 		$47.8M Sell
144,828
-4,572
-3% -$1.4M 1.62% 9
2025
Q2 		$41.2M Buy
149,400
+182
+0.1% +$39.5K 1.57% 10
2025
Q1 		$25M Buy
149,218
+13,833
+10% +$2.93M 1.07% 17
2024
Q4 		$31.4M Sell
135,385
-12,274
-8% -$2.27M 1.33% 11
2024
Q3 		$25.5M Buy
147,659
+2,159
+1% +$346K 1.08% 14
2024
Q2 		$23.4M Buy
145,500
+40
+0% +$5.61K 1.07% 15
2024
Q1 		$19.3M Buy
145,460
+1,800
+1% +$223K 1.04% 18
2023
Q4 		$16M Buy
143,660
+4,430
+3% +$419K 0.98% 23
2023
Q3 		$11.6M Sell
139,230
-4,230
-3% -$367K 0.8% 29
2023
Q2 		$12.4M Buy
143,460
+120
+0.1% +$8.56K 0.92% 26
2023
Q1 		$9.2M Buy
143,340
+9,280
+7% +$558K 1.22% 20
2022
Q4 		$7.5M Buy
+134,060
New +$6.72M 1.33% 19

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

Daymark Wealth Partners's AVGO Position: Q2 2026 in Review

Daymark Wealth Partners increased its Broadcom (AVGO) stake by 20% in Q2 2026, buying an estimated $11.4M and bringing the position to 171,487 shares worth $64.8M. The position accounts for 1.58% of the portfolio, ranked #12.

Daymark Wealth Partners first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Daymark Wealth Partners held 171,487 shares of Broadcom worth $64.8M as of Q2 2026.
  • Daymark Wealth Partners bought 28,364 Broadcom shares in Q2 2026, an estimated $11.4M.
  • Broadcom made up 1.58% of Daymark Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Daymark Wealth Partners first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.