DWS
AVGO icon

Dynamic Wealth Strategies’s Broadcom AVGO Stock Holding History

Dynamic Wealth Strategies’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 		$630K Buy
1,669
+60
+4% +$24.1K 0.34% 37
2026
Q1 		$498K Buy
1,609
+349
+28% +$115K 0.29% 43
2025
Q4 		$436K Buy
1,260
+566
+82% +$202K 0.26% 47
2025
Q3 		$229K Buy
694
+23
+3% +$7.06K 0.15% 66
2025
Q2 		$185K Buy
671
+223
+50% +$48.4K 0.13% 70
2025
Q1 		$75K Buy
+448
New +$94.8K 0.06% 112
2024
Q4 		– Sell
-367
Closed -$63K – 79
2024
Q3 		$63K Buy
367
+287
+359% +$46K 0.05% 117
2024
Q2 		$13K Hold
80
– – 0.01% 185
2024
Q1 		$11K Sell
80
-30
-27% -$3.72K 0.01% 198
2023
Q4 		$12.3K Buy
+110
New +$10.4K 0.01% 194

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 Wealth Strategies's AVGO Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Broadcom (AVGO) stake by 3.7% in Q2 2026, buying an estimated $24.1K and bringing the position to 1,669 shares worth $630K. The position accounts for 0.34% of the portfolio, ranked #37.

Dynamic Wealth Strategies first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Dynamic Wealth Strategies held 1,669 shares of Broadcom worth $630K as of Q2 2026.
  • Dynamic Wealth Strategies bought 60 Broadcom shares in Q2 2026, an estimated $24.1K.
  • Broadcom made up 0.34% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #37 holding.
  • Dynamic Wealth Strategies first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.