DIP
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DT Investment Partners’s Broadcom AVGO Stock Holding History

DT Investment Partners’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 		$2.83M Sell
7,481
-118
-2% -$47.3K 0.21% 52
2026
Q1 		$2.35M Buy
7,599
+70
+0.9% +$23K 0.2% 57
2025
Q4 		$2.61M Buy
7,529
+150
+2% +$53.6K 0.22% 57
2025
Q3 		$2.43M Buy
7,379
+2,032
+38% +$623K 0.21% 60
2025
Q2 		$1.47M Sell
5,347
-50
-0.9% -$10.9K 0.13% 72
2025
Q1 		$904K Hold
5,397
– – 0.09% 92
2024
Q4 		$1.25M Buy
5,397
+50
+0.9% +$9.25K 0.11% 84
2024
Q3 		$922K Buy
5,347
+397
+8% +$63.6K 0.07% 95
2024
Q2 		$795K Buy
4,950
+130
+3% +$18.2K 0.07% 96
2024
Q1 		$639K Hold
4,820
– – 0.06% 93
2023
Q4 		$582K Buy
4,820
+1,080
+29% +$102K 0.06% 99
2023
Q3 		$311K Hold
3,740
– – 0.04% 104
2023
Q2 		$344K Hold
3,740
– – 0.04% 109
2023
Q1 		$239K Hold
3,740
– – 0.03% 120
2022
Q4 		$209K Hold
3,740
– – 0.03% 121
2022
Q3 		$166K Sell
3,740
-3,710
-50% -$190K 0.03% 125
2022
Q2 		$362K Buy
7,450
+480
+7% +$26.9K 0.05% 119
2022
Q1 		$439K Buy
6,970
+3,330
+91% +$198K 0.06% 119
2021
Q4 		$242K Sell
3,640
-2,120
-37% -$119K 0.03% 121
2021
Q3 		$279K Buy
+5,760
New +$280K 0.04% 124

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

DT Investment Partners's AVGO Position: Q2 2026 in Review

DT Investment Partners reduced its Broadcom (AVGO) stake by 1.6% in Q2 2026, selling an estimated $47.3K and leaving 7,481 shares worth $2.83M. The position accounts for 0.21% of the portfolio, ranked #52.

DT Investment Partners first reported a position in AVGO in Q3 2021 and has held it in 20 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • DT Investment Partners held 7,481 shares of Broadcom worth $2.83M as of Q2 2026.
  • DT Investment Partners sold 118 Broadcom shares in Q2 2026, an estimated $47.3K.
  • Broadcom made up 0.21% of DT Investment Partners's portfolio in Q2 2026, its #52 holding.
  • DT Investment Partners first reported a position in Broadcom in Q3 2021 and has held it in 20 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.