Oak Hill Wealth Advisors’s Broadcom AVGO Stock Holding History

Oak Hill Wealth 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 Q3	$1.19M	Sell	3,608 -52	-1%	-$16K	0.22%	58
2025 Q2	$995K	Hold	3,660	–	–	0.21%	59
2025 Q1	$613K	Hold	3,660	–	–	0.14%	74
2024 Q4	$849K	Buy	+3,660	New	+$677K	0.2%	57
2024 Q3	–	Sell	-3,660	Closed	-$587K	–	129
2024 Q2	$588K	Buy	+3,660	New	+$513K	0.18%	54
2024 Q1	–	Sell	-3,660	Closed	-$453K	–	121
2023 Q4	$409K	Buy	3,660 +610	+20%	+$57.8K	0.14%	74
2023 Q3	$253K	Buy	3,050 +150	+5%	+$13K	0.1%	88
2023 Q2	$252K	Buy	+2,900	New	+$207K	0.09%	93

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oak Hill Wealth Advisors's AVGO Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Broadcom (AVGO) stake by 1.4% in Q3 2025, selling an estimated $16K and leaving 3,608 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #58.

Oak Hill Wealth Advisors first reported a position in AVGO in Q2 2023 and has held it in 8 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Oak Hill Wealth Advisors held 3,608 shares of Broadcom worth $1.19M as of Q3 2025.
Oak Hill Wealth Advisors sold 52 Broadcom shares in Q3 2025, an estimated $16K.
Broadcom made up 0.22% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #58 holding.
Oak Hill Wealth Advisors first reported a position in Broadcom in Q2 2023 and has held it in 8 quarters since.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.