OA
AVGO icon

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
Q2 		$80.5M Sell
213,136
-22,331
-9% -$8.95M 4.5% 5
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
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

Oak Associates's AVGO Position: Q2 2026 in Review

Oak Associates reduced its Broadcom (AVGO) stake by 9.5% in Q2 2026, selling an estimated $8.95M and leaving 213,136 shares worth $80.5M. The position accounts for 4.5% of the portfolio, ranked #5.

Oak Associates first reported a position in AVGO in Q2 2021 and has held it in 17 quarters since. The position peaked at $81.5M in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Oak Associates held 213,136 shares of Broadcom worth $80.5M as of Q2 2026.
  • Oak Associates sold 22,331 Broadcom shares in Q2 2026, an estimated $8.95M.
  • Broadcom made up 4.5% of Oak Associates's portfolio in Q2 2026, its #5 holding.
  • Oak Associates first reported a position in Broadcom in Q2 2021 and has held it in 17 quarters since.
  • Oak Associates's Broadcom position peaked at $81.5M in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.