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Oak Harvest Investment Services’s Broadcom AVGO Stock Holding History

Oak Harvest Investment Services’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 		$32.3M Sell
85,395
-28,760
-25% -$11.5M 3.01% 5
2026
Q1 		$35.3M Buy
114,155
+42,542
+59% +$14M 3.69% 3
2025
Q4 		$24.8M Buy
71,613
+12,263
+21% +$4.39M 2.7% 6
2025
Q3 		$19.6M Sell
59,350
-3,121
-5% -$957K 2.28% 7
2025
Q2 		$17.3M Sell
62,471
-161
-0.3% -$35K 2.17% 7
2025
Q1 		$10.5M Sell
62,632
-15,693
-20% -$3.32M 1.46% 20
2024
Q4 		$18.2M Buy
78,325
+30,669
+64% +$5.67M 2.53% 6
2024
Q3 		$8.22M Sell
47,656
-45,774
-49% -$7.34M 1.18% 30
2024
Q2 		$15M Sell
93,430
-1,090
-1% -$153K 2.33% 6
2024
Q1 		$12.5M Sell
94,520
-3,900
-4% -$483K 2.05% 9
2023
Q4 		$11M Sell
98,420
-1,560
-2% -$148K 2.19% 9
2023
Q3 		$8.3M Buy
99,980
+22,890
+30% +$1.98M 1.76% 18
2023
Q2 		$6.69M Buy
77,090
+65,570
+569% +$4.68M 1.5% 24
2023
Q1 		$739K Sell
11,520
-180
-2% -$10.8K 0.17% 75
2022
Q4 		$654K Sell
11,700
-1,370
-10% -$68.7K 0.17% 63
2022
Q3 		$580K Buy
13,070
+4,240
+48% +$217K 0.15% 65
2022
Q2 		$429K Buy
8,830
+900
+11% +$50.5K 0.12% 67
2022
Q1 		$499K Sell
7,930
-1,610
-17% -$95.6K 0.12% 63
2021
Q4 		$635K Sell
9,540
-630
-6% -$35.4K 0.16% 63
2021
Q3 		$493K Buy
10,170
+210
+2% +$10.2K 0.14% 62
2021
Q2 		$475K Sell
9,960
-44,900
-82% -$2.08M 0.16% 62
2021
Q1 		$2.54M Sell
54,860
-31,410
-36% -$1.45M 0.97% 46
2020
Q4 		$3.78M Buy
+86,270
New +$3.36M 1.62% 25

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Oak Harvest Investment Services's AVGO Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Broadcom (AVGO) stake by 25% in Q2 2026, selling an estimated $11.5M and leaving 85,395 shares worth $32.3M. The position accounts for 3.01% of the portfolio, ranked #5.

Oak Harvest Investment Services first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $35.3M in Q1 2026. 1,646 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Oak Harvest Investment Services held 85,395 shares of Broadcom worth $32.3M as of Q2 2026.
  • Oak Harvest Investment Services sold 28,760 Broadcom shares in Q2 2026, an estimated $11.5M.
  • Broadcom made up 3.01% of Oak Harvest Investment Services's portfolio in Q2 2026, its #5 holding.
  • Oak Harvest Investment Services first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's Broadcom position peaked at $35.3M in Q1 2026.
  • 1,646 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.