OBWA
AVGO icon

Oak Barrel Wealth Advisory’s Broadcom AVGO Stock Holding History

Oak Barrel Wealth Advisory’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 		$743K Buy
+1,968
New +$789K 0.33% 42
2025
Q4 		$679K Buy
+1,962
New +$702K 0.41% 43

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 Barrel Wealth Advisory's AVGO Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Broadcom (AVGO) in Q2 2026: 1,968 shares worth $743K. The stake represents 0.33% of the portfolio and ranks #42 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in AVGO as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. 4,824 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Oak Barrel Wealth Advisory held 1,968 shares of Broadcom worth $743K as of Q2 2026.
  • Broadcom was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Broadcom made up 0.33% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #42 holding.
  • Oak Barrel Wealth Advisory first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • 4,824 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.