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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
2024
Q4 		– Sell
-3,660
Closed -$631K – 147
2024
Q3 		$631K Buy
+3,660
New +$587K 0.16% 62
2024
Q2 		– Sell
-3,510
Closed -$465K – 128
2024
Q1 		$465K Buy
+3,510
New +$435K 0.15% 65

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
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.