OGC
AVGO icon

Oak Grove Capital’s Broadcom AVGO Stock Holding History

Oak Grove Capital’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 		$365K Buy
+967
New +$388K 0.02% 92
2026
Q1 		– Sell
-700
Closed -$242K – 95
2025
Q4 		$242K Hold
700
– – 0.03% 78
2025
Q3 		$231K Buy
+700
New +$215K 0.03% 71
2025
Q2 		– Sell
-25,745
Closed -$4.31M – 73
2025
Q1 		$4.31M Sell
25,745
-45,140
-64% -$9.55M 0.9% 21
2024
Q4 		$16.4M Buy
70,885
+37,985
+115% +$7.03M 2.45% 13
2024
Q3 		$5.68M Buy
32,900
+20,000
+155% +$3.21M 0.93% 20
2024
Q2 		$2.07M Sell
12,900
-90
-0.7% -$12.6K 0.38% 31
2024
Q1 		$1.72M Sell
12,990
-1,000
-7% -$124K 0.35% 28
2023
Q4 		$1.56M Sell
13,990
-810
-5% -$76.7K 0.42% 27
2023
Q3 		$1.23M Buy
14,800
+6,290
+74% +$545K 0.43% 28
2023
Q2 		$738K Buy
8,510
+1,750
+26% +$125K 0.25% 34
2023
Q1 		$434K Sell
6,760
-9,450
-58% -$569K 0.18% 42
2022
Q4 		$906K Sell
16,210
-27,030
-63% -$1.36M 0.46% 30
2022
Q3 		$1.92M Sell
43,240
-45,290
-51% -$2.31M 0.65% 30
2022
Q2 		$4.3M Sell
88,530
-45,140
-34% -$2.53M 1.4% 21
2022
Q1 		$8.42M Sell
133,670
-3,450
-3% -$205K 1.71% 19
2021
Q4 		$9.12M Sell
137,120
-51,380
-27% -$2.89M 1.59% 18
2021
Q3 		$9.14M Sell
188,500
-10,500
-5% -$511K 1.97% 16
2021
Q2 		$9.49M Buy
199,000
+86,390
+77% +$4M 2.12% 15
2021
Q1 		$5.22M Sell
112,610
-900
-0.8% -$41.6K 1.46% 24
2020
Q4 		$4.97M Sell
113,510
-107,850
-49% -$4.2M 1.62% 24
2020
Q3 		$8.06M Sell
221,360
-161,400
-42% -$5.41M 3.81% 8
2020
Q2 		$12.1M Sell
382,760
-71,580
-16% -$2M 7.28% 3
2020
Q1 		$10.8M Buy
454,340
+180,660
+66% +$5.09M 6.97% 2
2019
Q4 		$8.65M Sell
273,680
-192,500
-41% -$5.84M 3.38% 10
2019
Q3 		$12.9M Buy
466,180
+64,850
+16% +$1.84M 5.59% 3
2019
Q2 		$11.6M Buy
+401,330
New +$11.7M 6.18% 3

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 Grove Capital's AVGO Position: Q2 2026 in Review

Oak Grove Capital opened a new position in Broadcom (AVGO) in Q2 2026: 967 shares worth $365K. The stake represents 0.02% of the portfolio and ranks #92 among its holdings. This is a return to the name: Oak Grove Capital previously reported a position in AVGO as recently as Q4 2025.

Oak Grove Capital first reported a position in AVGO in Q2 2019 and has held it in 27 quarters since. The position peaked at $16.4M in Q4 2024. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Oak Grove Capital held 967 shares of Broadcom worth $365K as of Q2 2026.
  • Broadcom was a new Oak Grove Capital position in Q2 2026.
  • Broadcom made up 0.02% of Oak Grove Capital's portfolio in Q2 2026, its #92 holding.
  • Oak Grove Capital first reported a position in Broadcom in Q2 2019 and has held it in 27 quarters since.
  • Oak Grove Capital's Broadcom position peaked at $16.4M in Q4 2024.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oak Grove Capital's 13F filing for Q2 2026, filed 13 Aug 2026.