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Oak Harbor Wealth Partners’s Broadcom AVGO Stock Holding History

Oak Harbor Wealth Partners’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 		$760K Sell
2,013
-9,100
-82% -$3.65M 0.28% 80
2026
Q1 		$3.44M Buy
11,113
+101
+0.9% +$33.2K 0.81% 33
2025
Q4 		$3.81M Sell
11,012
-379
-3% -$136K 0.92% 30
2025
Q3 		$3.76M Sell
11,391
-379
-3% -$116K 0.93% 31
2025
Q2 		$3.24M Buy
11,770
+520
+5% +$113K 0.88% 32
2025
Q1 		$1.88M Buy
11,250
+52
+0.5% +$11K 0.54% 45
2024
Q4 		$2.6M Sell
11,198
-351
-3% -$64.9K 0.75% 36
2024
Q3 		$1.99M Sell
11,549
-3,361
-23% -$539K 0.57% 47
2024
Q2 		$2.39M Sell
14,910
-70
-0.5% -$9.81K 0.75% 37
2024
Q1 		$1.99M Sell
14,980
-770
-5% -$95.4K 0.62% 45
2023
Q4 		$1.76M Sell
15,750
-2,450
-13% -$232K 0.59% 46
2023
Q3 		$1.51M Buy
18,200
+1,070
+6% +$92.8K 0.54% 53
2023
Q2 		$1.49M Buy
17,130
+400
+2% +$28.5K 0.51% 56
2023
Q1 		$1.07M Buy
+16,730
New +$1.01M 0.39% 69
2022
Q4 		– Sell
-24,070
Closed -$1.07M – 220
2022
Q3 		$1.07M Buy
24,070
+2,400
+11% +$123K 0.42% 63
2022
Q2 		$1.05M Buy
21,670
+7,180
+50% +$403K 0.42% 64
2022
Q1 		$913K Buy
14,490
+7,230
+100% +$429K 0.3% 74
2021
Q4 		$483K Buy
+7,260
New +$408K 0.17% 101

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 Harbor Wealth Partners's AVGO Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Broadcom (AVGO) stake by 82% in Q2 2026, selling an estimated $3.65M and leaving 2,013 shares worth $760K. The position accounts for 0.28% of the portfolio, ranked #80.

Oak Harbor Wealth Partners first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.81M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Oak Harbor Wealth Partners held 2,013 shares of Broadcom worth $760K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 9,100 Broadcom shares in Q2 2026, an estimated $3.65M.
  • Broadcom made up 0.28% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Oak Harbor Wealth Partners first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Broadcom position peaked at $3.81M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.