Oak Family Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$204K Buy
+541
New +$217K 0.05% 105
2025
Q4
Sell
-475
Closed -$157K 113
2025
Q3
$157K Buy
+475
New +$146K 0.04% 106
2025
Q1
Sell
-1,089
Closed -$253K 108
2024
Q4
$253K Buy
+1,089
New +$201K 0.09% 93
2024
Q3
Sell
-3,590
Closed -$576K 134
2024
Q2
$576K Buy
+3,590
New +$503K 0.2% 82

Other funds holding AVGO

Oak Family Advisors's AVGO Position: Q2 2026 in Review

Oak Family Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 541 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #105 among its holdings. This is a return to the name: Oak Family Advisors previously reported a position in AVGO as recently as Q3 2025.

Oak Family Advisors first reported a position in AVGO in Q2 2024 and has held it in 4 quarters since. The position peaked at $576K in Q2 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Oak Family Advisors held 541 shares of Broadcom worth $204K as of Q2 2026.
  • Broadcom was a new Oak Family Advisors position in Q2 2026.
  • Broadcom made up 0.05% of Oak Family Advisors's portfolio in Q2 2026, its #105 holding.
  • Oak Family Advisors first reported a position in Broadcom in Q2 2024 and has held it in 4 quarters since.
  • Oak Family Advisors's Broadcom position peaked at $576K in Q2 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.