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Oak Ridge Investments’s Broadcom AVGO Stock Holding History

Oak Ridge Investments’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 		$84.2M Sell
222,874
-5,240
-2% -$2.1M 4.76% 4
2026
Q1 		$70.6M Sell
228,114
-2,319
-1% -$763K 4.67% 6
2025
Q4 		$79.8M Buy
230,433
+18,924
+9% +$6.77M 4.83% 6
2025
Q3 		$69.8M Buy
211,509
+4,445
+2% +$1.36M 4.51% 5
2025
Q2 		$57.1M Buy
207,064
+2,624
+1% +$570K 4.09% 6
2025
Q1 		$34.2M Buy
204,440
+10,317
+5% +$2.18M 2.85% 8
2024
Q4 		$45M Buy
194,123
+10,766
+6% +$1.99M 3.53% 6
2024
Q3 		$31.6M Buy
183,357
+59,337
+48% +$9.51M 2.76% 8
2024
Q2 		$19.9M Buy
124,020
+4,460
+4% +$625K 1.9% 9
2024
Q1 		$15.8M Buy
119,560
+3,020
+3% +$374K 1.6% 11
2023
Q4 		$13M Buy
116,540
+2,970
+3% +$281K 1.5% 11
2023
Q3 		$9.43M Buy
113,570
+650
+0.6% +$56.3K 1.2% 15
2023
Q2 		$9.8M Sell
112,920
-910
-0.8% -$64.9K 1.21% 14
2023
Q1 		$7.3M Sell
113,830
-1,230
-1% -$74K 0.99% 20
2022
Q4 		$6.43M Sell
115,060
-1,260
-1% -$63.2K 0.96% 24
2022
Q3 		$5.17M Sell
116,320
-1,570
-1% -$80.2K 0.78% 36
2022
Q2 		$5.73M Sell
117,890
-4,270
-3% -$240K 0.83% 31
2022
Q1 		$7.69M Sell
122,160
-14,180
-10% -$842K 0.85% 26
2021
Q4 		$9.07M Sell
136,340
-4,990
-4% -$280K 0.77% 44
2021
Q3 		$6.85M Sell
141,330
-2,040
-1% -$99.2K 0.6% 60
2021
Q2 		$6.84M Sell
143,370
-2,160
-1% -$100K 0.6% 61
2021
Q1 		$6.75M Buy
145,530
+550
+0.4% +$25.4K 0.63% 58
2020
Q4 		$6.35M Sell
144,980
-48,020
-25% -$1.87M 0.56% 62
2020
Q3 		$7.03M Sell
193,000
-2,470
-1% -$82.7K 0.55% 60
2020
Q2 		$6.17M Sell
195,470
-1,290
-0.7% -$36.1K 0.52% 77
2020
Q1 		$4.67M Sell
196,760
-17,160
-8% -$483K 0.48% 80
2019
Q4 		$6.76M Sell
213,920
-3,950
-2% -$120K 0.5% 77
2019
Q3 		$6.01M Buy
217,870
+13,730
+7% +$390K 0.45% 84
2019
Q2 		$5.88M Sell
204,140
-21,720
-10% -$633K 0.41% 94
2019
Q1 		$6.79M Buy
225,860
+4,200
+2% +$114K 0.43% 92
2018
Q4 		$5.64M Sell
221,660
-10,980
-5% -$259K 0.41% 94
2018
Q3 		$5.74M Sell
232,640
-17,930
-7% -$402K 0.32% 101
2018
Q2 		$6.08M Sell
250,570
-6,740
-3% -$165K 0.34% 100
2018
Q1 		$6.06M Sell
257,310
-33,390
-11% -$841K 0.34% 100
2017
Q4 		$7.47M Sell
290,700
-11,430
-4% -$297K 0.36% 91
2017
Q3 		$7.33M Buy
302,130
+217,340
+256% +$5.37M 0.3% 97
2017
Q2 		$1.98M Buy
84,790
+6,340
+8% +$147K 0.06% 131
2017
Q1 		$1.72M Sell
78,450
-13,440
-15% -$277K 0.06% 128
2016
Q4 		$1.62M Sell
91,890
-26,600
-22% -$461K 0.05% 126
2016
Q3 		$2.04M Buy
+118,490
New +$1.98M 0.05% 125

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 Ridge Investments's AVGO Position: Q2 2026 in Review

Oak Ridge Investments reduced its Broadcom (AVGO) stake by 2.3% in Q2 2026, selling an estimated $2.1M and leaving 222,874 shares worth $84.2M. The position accounts for 4.76% of the portfolio, ranked #4.

Oak Ridge Investments first reported a position in AVGO in Q3 2016 and has held it in 40 quarters since. 1,460 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Oak Ridge Investments held 222,874 shares of Broadcom worth $84.2M as of Q2 2026.
  • Oak Ridge Investments sold 5,240 Broadcom shares in Q2 2026, an estimated $2.1M.
  • Broadcom made up 4.76% of Oak Ridge Investments's portfolio in Q2 2026, its #4 holding.
  • Oak Ridge Investments first reported a position in Broadcom in Q3 2016 and has held it in 40 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.