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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Live Oak Private Wealth's AVGO Position: Q1 2026 in Review

Live Oak Private Wealth increased its Broadcom (AVGO) stake by 1.7% in Q1 2026, buying an estimated $6.58K and bringing the position to 1,193 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #156.

Live Oak Private Wealth first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $406K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Live Oak Private Wealth held 1,193 shares of Broadcom worth $369K as of Q1 2026.
  • Live Oak Private Wealth bought 20 Broadcom shares in Q1 2026, an estimated $6.58K.
  • Broadcom made up 0.05% of Live Oak Private Wealth's portfolio in Q1 2026, its #156 holding.
  • Live Oak Private Wealth first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Live Oak Private Wealth's Broadcom position peaked at $406K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.