MSDF
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Michael & Susan Dell Foundation’s Broadcom AVGO Stock Holding History

Michael & Susan Dell Foundation’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 		$193M Sell
510,836
-127,709
-20% -$51.2M 5.09% 3
2026
Q1 		$198M Hold
638,545
– – 6.94% 3
2025
Q4 		$221M Hold
638,545
– – 7.66% 3
2025
Q3 		$211M Hold
638,545
– – 8.59% 2
2025
Q2 		$176M Hold
638,545
– – 7.64% 2
2025
Q1 		$107M Sell
638,545
-638,500
-50% -$135M 5.47% 3
2024
Q4 		$296M Sell
1,277,045
-2,712,955
-68% -$502M 15.88% 2
2024
Q3 		$688M Hold
3,990,000
– – 49.05% 1
2024
Q2 		$641M Sell
3,990,000
-1,330,000
-25% -$186M 65.37% 1
2024
Q1 		$705M Sell
5,320,000
-6,549,780
-55% -$812M 87.9% 1
2023
Q4 		$1.32B Buy
+11,869,780
New +$1.12B 69.3% 1

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

Michael & Susan Dell Foundation's AVGO Position: Q2 2026 in Review

Michael & Susan Dell Foundation reduced its Broadcom (AVGO) stake by 20% in Q2 2026, selling an estimated $51.2M and leaving 510,836 shares worth $193M. The position accounts for 5.09% of the portfolio, ranked #3.

Michael & Susan Dell Foundation first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32B in Q4 2023. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Michael & Susan Dell Foundation held 510,836 shares of Broadcom worth $193M as of Q2 2026.
  • Michael & Susan Dell Foundation sold 127,709 Broadcom shares in Q2 2026, an estimated $51.2M.
  • Broadcom made up 5.09% of Michael & Susan Dell Foundation's portfolio in Q2 2026, its #3 holding.
  • Michael & Susan Dell Foundation first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Michael & Susan Dell Foundation's Broadcom position peaked at $1.32B in Q4 2023.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Michael & Susan Dell Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.