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Live Oak Investment Partners’s Broadcom AVGO Stock Holding History

Live Oak Investment Partners’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 		$1.03M Hold
2,718
– – 0.55% 46
2026
Q1 		$841K Buy
2,718
+54
+2% +$17.8K 0.5% 48
2025
Q4 		$922K Sell
2,664
-300
-10% -$107K 0.57% 46
2025
Q3 		$978K Sell
2,964
-75
-2% -$23K 0.65% 39
2025
Q2 		$838K Sell
3,039
-1,304
-30% -$283K 0.64% 42
2025
Q1 		$727K Buy
+4,343
New +$919K 0.57% 50
2024
Q4 		– Hold
0
– – – 33
2024
Q3 		– Hold
0
– – – 43
2024
Q2 		– Hold
0
– – – 46
2023
Q4 		– Hold
0
– – – 42
2023
Q3 		– Hold
0
– – – 57
2023
Q2 		– Hold
0
– – – 56
2023
Q1 		– Hold
0
– – – 66
2022
Q4 		– Hold
0
– – – 75

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

Live Oak Investment Partners's AVGO Position: Q2 2026 in Review

Live Oak Investment Partners held its Broadcom (AVGO) position steady in Q2 2026 at 2,718 shares worth $1.03M. The position accounts for 0.55% of the portfolio, ranked #46.

Live Oak Investment Partners first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Live Oak Investment Partners held 2,718 shares of Broadcom worth $1.03M as of Q2 2026.
  • Live Oak Investment Partners left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.55% of Live Oak Investment Partners's portfolio in Q2 2026, its #46 holding.
  • Live Oak Investment Partners first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.