Live Oak Private Wealth
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
Q3 		$487K Buy
1,387
+172
+14% +$64.8K 0.06% 145
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% -$4.3K 0.06% 141
2025
Q2 		$336K Buy
+1,219
New +$265K 0.05% 146

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Live Oak Private Wealth's AVGO Position: Q3 2026 in Review

Live Oak Private Wealth increased its Broadcom (AVGO) stake by 14% in Q3 2026, buying an estimated $64.8K and bringing the position to 1,387 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #145.

Live Oak Private Wealth first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. 3,314 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Live Oak Private Wealth held 1,387 shares of Broadcom worth $487K as of Q3 2026.
  • Live Oak Private Wealth bought 172 Broadcom shares in Q3 2026, an estimated $64.8K.
  • Broadcom made up 0.06% of Live Oak Private Wealth's portfolio in Q3 2026, its #145 holding.
  • Live Oak Private Wealth first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • 3,314 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.