Oakwell Private Wealth Management’s Broadcom AVGO Stock Holding History

Oakwell Private Wealth Management’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	$819K	Buy	2,169 +490	+29%	+$196K	0.14%	49
2026 Q1	$520K	Sell	1,679 -1,193	-42%	-$393K	0.09%	56
2025 Q4	$994K	Buy	2,872 +49	+2%	+$17.5K	0.19%	47
2025 Q3	$931K	Sell	2,823 -20	-0.7%	-$6.14K	0.19%	45
2025 Q2	$784K	Sell	2,843 -88	-3%	-$19.1K	0.18%	44
2025 Q1	$491K	Buy	2,931 +1,197	+69%	+$253K	0.14%	48
2024 Q4	$402K	Buy	1,734 +24	+1%	+$4.44K	0.11%	48
2024 Q3	$295K	Hold	1,710	–	–	0.08%	54
2024 Q2	$275K	Buy	+1,710	New	+$240K	0.08%	57

Other funds holding AVGO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Oakwell Private Wealth Management's AVGO Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its Broadcom (AVGO) stake by 29% in Q2 2026, buying an estimated $196K and bringing the position to 2,169 shares worth $819K. The position accounts for 0.14% of the portfolio, ranked #49.

Oakwell Private Wealth Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $994K in Q4 2025. 2,710 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Oakwell Private Wealth Management held 2,169 shares of Broadcom worth $819K as of Q2 2026.
Oakwell Private Wealth Management bought 490 Broadcom shares in Q2 2026, an estimated $196K.
Broadcom made up 0.14% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #49 holding.
Oakwell Private Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
Oakwell Private Wealth Management's Broadcom position peaked at $994K in Q4 2025.
2,710 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.