Oak Associates’s Broadcom AVGO Stock Holding History

Oak Associates’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	$72.9M	Sell	235,467 -75	-0%	-$24.7K	4.9%	4
2025 Q4	$81.5M	Buy	235,542 +1,125	+0.5%	+$402K	4.9%	4
2025 Q3	$77.3M	Sell	234,417 -2,692	-1%	-$826K	4.72%	5
2025 Q2	$65.4M	Buy	237,109 +52,067	+28%	+$11.3M	4.27%	6
2025 Q1	$31M	Buy	185,042 +7,202	+4%	+$1.52M	2.32%	15
2024 Q4	$41.2M	Hold	177,840	–	–	2.84%	11
2024 Q3	$30.7M	Hold	177,840	–	–	2.06%	16
2024 Q2	$28.6M	Hold	177,840	–	–	1.89%	17
2024 Q1	$23.6M	Sell	177,840 -20	-0%	-$2.48K	1.63%	19
2023 Q4	$19.9M	Buy	+177,860	New	+$16.8M	1.5%	18
2022 Q4	–	Sell	-422,200	Closed	-$18.7M	–	143
2022 Q3	$18.7M	Hold	422,200	–	–	1.59%	21
2022 Q2	$20.5M	Hold	422,200	–	–	1.6%	23
2022 Q1	$26.6M	Hold	422,200	–	–	1.62%	24
2021 Q4	$28.1M	Hold	422,200	–	–	1.5%	22
2021 Q3	$20.5M	Hold	422,200	–	–	1.17%	26
2021 Q2	$20.1M	Buy	+422,200	New	+$19.6M	1.14%	26

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oak Associates's AVGO Position: Q1 2026 in Review

Oak Associates reduced its Broadcom (AVGO) stake by 0.03% in Q1 2026, selling an estimated $24.7K and leaving 235,467 shares worth $72.9M. The position accounts for 4.9% of the portfolio, ranked #4.

Oak Associates first reported a position in AVGO in Q2 2021 and has held it in 16 quarters since. The position peaked at $81.5M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Oak Associates held 235,467 shares of Broadcom worth $72.9M as of Q1 2026.
Oak Associates sold 75 Broadcom shares in Q1 2026, an estimated $24.7K.
Broadcom made up 4.9% of Oak Associates's portfolio in Q1 2026, its #4 holding.
Oak Associates first reported a position in Broadcom in Q2 2021 and has held it in 16 quarters since.
Oak Associates's Broadcom position peaked at $81.5M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.