DAS
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Dynamic Advisor Solutions’s Broadcom AVGO Stock Holding History

Dynamic Advisor Solutions’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 		$34.1M Sell
90,164
-3,739
-4% -$1.5M 0.97% 16
2026
Q1 		$29.1M Sell
93,903
-3,069
-3% -$1.01M 0.92% 22
2025
Q4 		$33.6M Sell
96,972
-4,269
-4% -$1.53M 1.08% 13
2025
Q3 		$33.4M Sell
101,241
-2,762
-3% -$847K 0.97% 16
2025
Q2 		$28.7M Sell
104,003
-2,002
-2% -$435K 0.89% 17
2025
Q1 		$17.7M Sell
106,005
-2,522
-2% -$534K 0.58% 41
2024
Q4 		$25.2M Sell
108,527
-13,247
-11% -$2.45M 1.09% 15
2024
Q3 		$21M Sell
121,774
-9,556
-7% -$1.53M 0.63% 31
2024
Q2 		$21.1M Sell
131,330
-5,030
-4% -$705K 0.66% 26
2024
Q1 		$18.1M Sell
136,360
-1,190
-0.9% -$147K 0.61% 28
2023
Q4 		$14.4M Buy
137,550
+56,080
+69% +$5.31M 0.54% 36
2023
Q3 		$6.77M Buy
81,470
+5,660
+7% +$491K 0.32% 81
2023
Q2 		$6.58M Buy
75,810
+410
+0.5% +$29.2K 0.34% 69
2023
Q1 		$4.84M Buy
75,400
+4,880
+7% +$294K 0.28% 96
2022
Q4 		$3.94M Buy
70,520
+5,350
+8% +$268K 0.27% 96
2022
Q3 		$2.89M Buy
65,170
+2,070
+3% +$106K 0.22% 110
2022
Q2 		$3.07M Buy
63,100
+2,240
+4% +$126K 0.24% 101
2022
Q1 		$3.83M Buy
60,860
+8,240
+16% +$489K 0.27% 87
2021
Q4 		$3.5M Buy
52,620
+320
+0.6% +$18K 0.25% 91
2021
Q3 		$2.54M Buy
52,300
+1,800
+4% +$87.5K 0.19% 132
2021
Q2 		$2.41M Buy
50,500
+3,250
+7% +$151K 0.19% 127
2021
Q1 		$2.19M Buy
47,250
+3,260
+7% +$151K 0.2% 123
2020
Q4 		$1.93M Buy
43,990
+17,850
+68% +$696K 0.18% 144
2020
Q3 		$952K Sell
26,140
-120
-0.5% -$4.02K 0.11% 218
2020
Q2 		$829K Buy
26,260
+70
+0.3% +$1.96K 0.11% 209
2020
Q1 		$621K Buy
26,190
+8,790
+51% +$248K 0.11% 213
2019
Q4 		$550K Buy
17,400
+4,560
+36% +$138K 0.08% 291
2019
Q3 		$354K Buy
12,840
+1,010
+9% +$28.7K 0.05% 341
2019
Q2 		$341K Buy
+11,830
New +$345K 0.05% 339

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

Dynamic Advisor Solutions's AVGO Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Broadcom (AVGO) stake by 4% in Q2 2026, selling an estimated $1.5M and leaving 90,164 shares worth $34.1M. The position accounts for 0.97% of the portfolio, ranked #16.

Dynamic Advisor Solutions first reported a position in AVGO in Q2 2019 and has held it in 29 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Dynamic Advisor Solutions held 90,164 shares of Broadcom worth $34.1M as of Q2 2026.
  • Dynamic Advisor Solutions sold 3,739 Broadcom shares in Q2 2026, an estimated $1.5M.
  • Broadcom made up 0.97% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #16 holding.
  • Dynamic Advisor Solutions first reported a position in Broadcom in Q2 2019 and has held it in 29 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.