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Heritage Oak Wealth Advisors’s Broadcom AVGO Stock Holding History

Heritage Oak Wealth Advisors’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 		$576K Buy
1,525
+22
+1% +$8.82K 0.17% 50
2026
Q1 		$465K Buy
1,503
+713
+90% +$235K 0.15% 46
2025
Q4 		$273K Sell
790
-47
-6% -$16.8K 0.1% 65
2025
Q3 		$276K Buy
837
+35
+4% +$10.7K 0.1% 66
2025
Q2 		$221K Buy
+802
New +$174K 0.09% 69
2024
Q4 		– Sell
-2,442
Closed -$421K – 83
2024
Q3 		$421K Buy
+2,442
New +$391K 0.19% 76

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

Heritage Oak Wealth Advisors's AVGO Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Broadcom (AVGO) stake by 1.5% in Q2 2026, buying an estimated $8.82K and bringing the position to 1,525 shares worth $576K. The position accounts for 0.17% of the portfolio, ranked #50.

Heritage Oak Wealth Advisors first reported a position in AVGO in Q3 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Heritage Oak Wealth Advisors held 1,525 shares of Broadcom worth $576K as of Q2 2026.
  • Heritage Oak Wealth Advisors bought 22 Broadcom shares in Q2 2026, an estimated $8.82K.
  • Broadcom made up 0.17% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Heritage Oak Wealth Advisors first reported a position in Broadcom in Q3 2024 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.