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 Q2	$53.5M	Sell	141,550 -11,600	-8%	-$4.65M	2.59%	14
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DNCA Finance's AVGO Position: Q2 2026 in Review

DNCA Finance reduced its Broadcom (AVGO) stake by 7.6% in Q2 2026, selling an estimated $4.65M and leaving 141,550 shares worth $53.5M. The position accounts for 2.59% of the portfolio, ranked #14.

DNCA Finance first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $55.1M in Q3 2025. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

DNCA Finance held 141,550 shares of Broadcom worth $53.5M as of Q2 2026.
DNCA Finance sold 11,600 Broadcom shares in Q2 2026, an estimated $4.65M.
Broadcom made up 2.59% of DNCA Finance's portfolio in Q2 2026, its #14 holding.
DNCA Finance first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
DNCA Finance's Broadcom position peaked at $55.1M in Q3 2025.
4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on DNCA Finance's 13F filing for Q2 2026, filed 13 Aug 2026.