AVGO — BROADCOM INC

Ownership history in Dynamic Advisor Solutions LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.09% (2024 Q4)
Avg. % of fund
0.39%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 96,972 -4,269 -4.2% 1.08% $33.6M $346.10
2025 Q3 REDUCED 101,241 -2,762 -2.7% 0.97% $33.4M $329.28
2025 Q2 REDUCED 104,003 -2,002 -1.9% 0.89% $28.7M $274.65
2025 Q1 REDUCED 106,005 -2,522 -2.3% 0.58% $17.7M $166.43
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38%
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