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Hudson Oak Wealth Advisory’s Broadcom AVGO Stock Holding History

Hudson Oak Wealth Advisory’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 		$280K Sell
742
-26
-3% -$10.4K 0.22% 48
2026
Q1 		$238K Buy
768
+9
+1% +$2.96K 0.21% 49
2025
Q4 		$263K Buy
+759
New +$271K 0.23% 49

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

Hudson Oak Wealth Advisory's AVGO Position: Q2 2026 in Review

Hudson Oak Wealth Advisory reduced its Broadcom (AVGO) stake by 3.4% in Q2 2026, selling an estimated $10.4K and leaving 742 shares worth $280K. The position accounts for 0.22% of the portfolio, ranked #48.

Hudson Oak Wealth Advisory first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,806 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Hudson Oak Wealth Advisory held 742 shares of Broadcom worth $280K as of Q2 2026.
  • Hudson Oak Wealth Advisory sold 26 Broadcom shares in Q2 2026, an estimated $10.4K.
  • Broadcom made up 0.22% of Hudson Oak Wealth Advisory's portfolio in Q2 2026, its #48 holding.
  • Hudson Oak Wealth Advisory first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,806 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Hudson Oak Wealth Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.