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Oak Family Advisors’s Broadcom AVGO Stock Holding History

Oak Family Advisors’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
2025
Q4 		– Sell
-200
Closed -$66K – 114
2025
Q3 		$66K Buy
+200
New +$61.4K 0.02% 108

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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. 3,167 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.
  • 3,167 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.