Oak Asset Management
AVGO icon

Oak Asset Management’s Broadcom AVGO Stock Holding History

Oak Asset Management’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 		$360K Buy
1,025
+450
+78% +$169K 0.11% 88
2026
Q2 		$217K Buy
+575
New +$231K 0.07% 114

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

Oak Asset Management's AVGO Position: Q3 2026 in Review

Oak Asset Management increased its Broadcom (AVGO) stake by 78% in Q3 2026, buying an estimated $169K and bringing the position to 1,025 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #88.

Oak Asset Management first reported a position in AVGO in Q2 2026 and has held it in 2 quarters since. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Oak Asset Management held 1,025 shares of Broadcom worth $360K as of Q3 2026.
  • Oak Asset Management bought 450 Broadcom shares in Q3 2026, an estimated $169K.
  • Broadcom made up 0.11% of Oak Asset Management's portfolio in Q3 2026, its #88 holding.
  • Oak Asset Management first reported a position in Broadcom in Q2 2026 and has held it in 2 quarters since.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Oak Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.