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O'Connor Financial Group’s Broadcom AVGO Stock Holding History

O'Connor Financial Group’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 		$675K Buy
1,788
+161
+10% +$64.6K 0.24% 38
2026
Q1 		$504K Buy
1,627
+16
+1% +$5.26K 0.21% 39
2025
Q4 		$516K Buy
1,611
+50
+3% +$17.9K 0.21% 40
2025
Q3 		$515K Buy
1,561
+46
+3% +$14.1K 0.22% 40
2025
Q2 		$417K Buy
1,515
+159
+12% +$34.5K 0.18% 40
2025
Q1 		$227K Buy
1,356
+10
+0.7% +$2.12K 0.12% 50
2024
Q4 		$312K Sell
1,346
-32
-2% -$5.92K 0.16% 43
2024
Q3 		$238K Buy
1,378
+128
+10% +$20.5K 0.12% 49
2024
Q2 		$201K Buy
+1,250
New +$175K 0.12% 51

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

O'Connor Financial Group's AVGO Position: Q2 2026 in Review

O'Connor Financial Group increased its Broadcom (AVGO) stake by 9.9% in Q2 2026, buying an estimated $64.6K and bringing the position to 1,788 shares worth $675K. The position accounts for 0.24% of the portfolio, ranked #38.

O'Connor Financial Group first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • O'Connor Financial Group held 1,788 shares of Broadcom worth $675K as of Q2 2026.
  • O'Connor Financial Group bought 161 Broadcom shares in Q2 2026, an estimated $64.6K.
  • Broadcom made up 0.24% of O'Connor Financial Group's portfolio in Q2 2026, its #38 holding.
  • O'Connor Financial Group first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.