DNCA Finance’s Broadcom AVGO Stock Holding History

DNCA Finance’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	$47.4M	Buy	153,150 +2,780	+2%	+$915K	2.71%	11
2025 Q4	$52M	Sell	150,370 -16,630	-10%	-$5.95M	3.01%	10
2025 Q3	$55.1M	Sell	167,000 -3,900	-2%	-$1.2M	3.77%	8
2025 Q2	$47.1M	Buy	170,900 +42,695	+33%	+$9.27M	3.6%	8
2025 Q1	$21.5M	Buy	128,205 +6,300	+5%	+$1.33M	1.78%	16
2024 Q4	$28.3M	Buy	121,905 +4,005	+3%	+$741K	2.2%	12
2024 Q3	$20.3M	Buy	117,900 +45,400	+63%	+$7.28M	1.74%	14
2024 Q2	$11.6M	Buy	+72,500	New	+$10.2M	1%	28

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DNCA Finance's AVGO Position: Q1 2026 in Review

DNCA Finance increased its Broadcom (AVGO) stake by 1.8% in Q1 2026, buying an estimated $915K and bringing the position to 153,150 shares worth $47.4M. The position accounts for 2.71% of the portfolio, ranked #11.

DNCA Finance first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $55.1M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

DNCA Finance held 153,150 shares of Broadcom worth $47.4M as of Q1 2026.
DNCA Finance bought 2,780 Broadcom shares in Q1 2026, an estimated $915K.
Broadcom made up 2.71% of DNCA Finance's portfolio in Q1 2026, its #11 holding.
DNCA Finance first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
DNCA Finance's Broadcom position peaked at $55.1M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on DNCA Finance's 13F filing for Q1 2026, filed 14 May 2026.