DAC
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Dividend Assets Capital’s Broadcom AVGO Stock Holding History

Dividend Assets Capital’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 		$14.8M Sell
39,309
-2,990
-7% -$1.2M 2.87% 8
2026
Q1 		$13.1M Buy
42,299
+8,816
+26% +$2.9M 2.61% 10
2025
Q4 		$11.6M Buy
33,483
+2,865
+9% +$1.02M 2.21% 14
2025
Q3 		$10.1M Buy
30,618
+3,340
+12% +$1.02M 1.77% 22
2025
Q2 		$7.52M Buy
27,278
+6,402
+31% +$1.39M 1.37% 28
2025
Q1 		$3.5M Buy
20,876
+19,156
+1,114% +$4.05M 0.66% 46
2024
Q4 		$399K Hold
1,720
– – 0.08% 112
2024
Q3 		$297K Hold
1,720
– – 0.06% 125
2024
Q2 		$276K Buy
1,720
+100
+6% +$14K 0.06% 124
2024
Q1 		$215K Buy
1,620
+60
+4% +$7.43K 0.05% 139
2023
Q4 		$174K Hold
1,560
– – 0.03% 166
2023
Q3 		$130K Buy
1,560
+210
+16% +$18.2K 0.03% 188
2023
Q2 		$117K Buy
1,350
+350
+35% +$25K 0.02% 199
2023
Q1 		$56K Hold
1,000
– – 0.01% 268
2022
Q4 		$56K Hold
1,000
– – 0.01% 268
2022
Q3 		$44K Buy
1,000
+250
+33% +$12.8K 0.01% 283
2022
Q2 		$36K Hold
750
– – 0.01% 320
2022
Q1 		$47K Hold
750
– – 0.01% 302
2021
Q4 		$50K Hold
750
– – 0.01% 295
2021
Q3 		$36K Hold
750
– – 0.01% 316
2021
Q2 		$36K Sell
750
-40
-5% -$1.85K 0.01% 329
2021
Q1 		$37K Hold
790
– – 0.01% 323
2020
Q4 		$35K Buy
+790
New +$30.8K 0.01% 316

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

Dividend Assets Capital's AVGO Position: Q2 2026 in Review

Dividend Assets Capital reduced its Broadcom (AVGO) stake by 7.1% in Q2 2026, selling an estimated $1.2M and leaving 39,309 shares worth $14.8M. The position accounts for 2.87% of the portfolio, ranked #8.

Dividend Assets Capital first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Dividend Assets Capital held 39,309 shares of Broadcom worth $14.8M as of Q2 2026.
  • Dividend Assets Capital sold 2,990 Broadcom shares in Q2 2026, an estimated $1.2M.
  • Broadcom made up 2.87% of Dividend Assets Capital's portfolio in Q2 2026, its #8 holding.
  • Dividend Assets Capital first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Dividend Assets Capital's 13F filing for Q2 2026, filed 12 Aug 2026.