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Dogwood Wealth Management’s Broadcom AVGO Stock Holding History

Dogwood Wealth Management’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 		$953K Sell
2,522
-706
-22% -$283K 0.38% 36
2026
Q1 		$999K Sell
3,228
-39
-1% -$12.8K 0.43% 40
2025
Q4 		$1.13M Buy
3,267
+2,081
+175% +$744K 0.5% 39
2025
Q3 		$391K Sell
1,186
-56
-5% -$17.2K 0.18% 73
2025
Q2 		$337K Sell
1,242
-6,070
-83% -$1.32M 0.16% 85
2025
Q1 		$1.22M Buy
7,312
+343
+5% +$72.6K 0.64% 38
2024
Q4 		$1.62M Sell
6,969
-408
-6% -$75.5K 0.85% 31
2024
Q3 		$1.27M Buy
7,377
+2,317
+46% +$371K 0.73% 36
2024
Q2 		$813K Buy
5,060
+790
+19% +$111K 0.5% 37
2024
Q1 		$565K Buy
4,270
+150
+4% +$18.6K 0.38% 40
2023
Q4 		$460K Buy
+4,120
New +$390K 0.36% 43

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

Dogwood Wealth Management's AVGO Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Broadcom (AVGO) stake by 22% in Q2 2026, selling an estimated $283K and leaving 2,522 shares worth $953K. The position accounts for 0.38% of the portfolio, ranked #36.

Dogwood Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Dogwood Wealth Management held 2,522 shares of Broadcom worth $953K as of Q2 2026.
  • Dogwood Wealth Management sold 706 Broadcom shares in Q2 2026, an estimated $283K.
  • Broadcom made up 0.38% of Dogwood Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Dogwood Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Broadcom position peaked at $1.62M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.