DFG
AVGO icon

Dupree Financial Group’s Broadcom AVGO Stock Holding History

Dupree Financial Group’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 		$453K Buy
1,200
+5
+0.4% +$2K 0.17% 58
2026
Q1 		$370K Buy
1,195
+138
+13% +$45.4K 0.15% 58
2025
Q4 		$366K Sell
1,057
-148
-12% -$52.9K 0.13% 61
2025
Q3 		$398K Buy
1,205
+26
+2% +$7.98K 0.15% 53
2025
Q2 		$325K Sell
1,179
-74
-6% -$16.1K 0.13% 61
2025
Q1 		$210K Hold
1,253
– – 0.09% 67
2024
Q4 		$291K Buy
+1,253
New +$232K 0.13% 56

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dupree Financial Group's AVGO Position: Q2 2026 in Review

Dupree Financial Group increased its Broadcom (AVGO) stake by 0.42% in Q2 2026, buying an estimated $2K and bringing the position to 1,200 shares worth $453K. The position accounts for 0.17% of the portfolio, ranked #58.

Dupree Financial Group first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 2,471 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Dupree Financial Group held 1,200 shares of Broadcom worth $453K as of Q2 2026.
  • Dupree Financial Group bought 5 Broadcom shares in Q2 2026, an estimated $2K.
  • Broadcom made up 0.17% of Dupree Financial Group's portfolio in Q2 2026, its #58 holding.
  • Dupree Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.