LOPW
AVGO icon

Live Oak Private Wealth’s Broadcom AVGO Stock Holding History

Live Oak Private Wealth’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 		$459K Buy
1,215
+22
+2% +$8.82K 0.06% 152
2026
Q1 		$369K Buy
1,193
+20
+2% +$6.58K 0.05% 156
2025
Q4 		$406K Sell
1,173
-32
-3% -$11.4K 0.06% 142
2025
Q3 		$398K Sell
1,205
-14
-1% -$4.29K 0.06% 141
2025
Q2 		$336K Buy
+1,219
New +$265K 0.05% 146

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 Private Wealth's AVGO Position: Q2 2026 in Review

Live Oak Private Wealth increased its Broadcom (AVGO) stake by 1.8% in Q2 2026, buying an estimated $8.82K and bringing the position to 1,215 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #152.

Live Oak Private Wealth first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Live Oak Private Wealth held 1,215 shares of Broadcom worth $459K as of Q2 2026.
  • Live Oak Private Wealth bought 22 Broadcom shares in Q2 2026, an estimated $8.82K.
  • Broadcom made up 0.06% of Live Oak Private Wealth's portfolio in Q2 2026, its #152 holding.
  • Live Oak Private Wealth first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.