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Dean Investment Associates’s Broadcom AVGO Stock Holding History

Dean Investment Associates’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
Q1 		$1.06M Hold
3,410
– – 0.15% 158
2025
Q4 		$1.18M Hold
3,410
– – 0.17% 165
2025
Q3 		$1.12M Hold
3,410
– – 0.16% 173
2025
Q2 		$940K Hold
3,410
– – 0.14% 178
2025
Q1 		$571K Hold
3,410
– – 0.08% 201
2024
Q4 		$791K Hold
3,410
– – 0.11% 193
2024
Q3 		$588K Sell
3,410
-320
-9% -$51.3K 0.08% 202
2024
Q2 		$599K Hold
3,730
– – 0.09% 200
2024
Q1 		$494K Sell
3,730
-270
-7% -$33.5K 0.07% 195
2023
Q4 		$447K Sell
4,000
-37,770
-90% -$3.58M 0.06% 195
2023
Q3 		$3.47M Sell
41,770
-150
-0.4% -$13K 0.57% 69
2023
Q2 		$3.64M Sell
41,920
-58,300
-58% -$4.16M 0.59% 59
2023
Q1 		$6.43M Buy
100,220
+23,720
+31% +$1.43M 1.03% 19
2022
Q4 		$4.28M Buy
76,500
+9,940
+15% +$498K 0.73% 51
2022
Q3 		$2.96M Buy
66,560
+22,960
+53% +$1.17M 0.6% 62
2022
Q2 		$2.12M Buy
43,600
+330
+0.8% +$18.5K 0.41% 92
2022
Q1 		$2.73M Buy
43,270
+860
+2% +$51.1K 0.49% 79
2021
Q4 		$2.82M Buy
42,410
+410
+1% +$23K 0.5% 78
2021
Q3 		$2.04M Buy
42,000
+1,220
+3% +$59.3K 0.38% 101
2021
Q2 		$1.95M Buy
+40,780
New +$1.89M 0.36% 114

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dean Investment Associates's AVGO Position: Q1 2026 in Review

Dean Investment Associates held its Broadcom (AVGO) position steady in Q1 2026 at 3,410 shares worth $1.06M. The position accounts for 0.15% of the portfolio, ranked #158.

Dean Investment Associates first reported a position in AVGO in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.43M in Q1 2023. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Dean Investment Associates held 3,410 shares of Broadcom worth $1.06M as of Q1 2026.
  • Dean Investment Associates left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.15% of Dean Investment Associates's portfolio in Q1 2026, its #158 holding.
  • Dean Investment Associates first reported a position in Broadcom in Q2 2021 and has held it in 20 quarters since.
  • Dean Investment Associates's Broadcom position peaked at $6.43M in Q1 2023.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.