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Okabena Investment Services’s Broadcom AVGO Stock Holding History

Okabena Investment Services’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 		$1.41M Buy
+3,743
New +$1.5M 0.25% 59
2025
Q1 		– Sell
-864
Closed -$200K – 126
2024
Q4 		$200K Buy
+864
New +$160K 0.06% 115
2023
Q2 		– Sell
-1,090
Closed -$9.68K – 160
2023
Q1 		$9.68K Buy
+1,090
New +$65.6K 0.01% 99

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 $3.38T AUM 44.17% 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

Okabena Investment Services's AVGO Position: Q2 2026 in Review

Okabena Investment Services opened a new position in Broadcom (AVGO) in Q2 2026: 3,743 shares worth $1.41M. The stake represents 0.25% of the portfolio and ranks #59 among its holdings. This is a return to the name: Okabena Investment Services previously reported a position in AVGO as recently as Q4 2024.

Okabena Investment Services first reported a position in AVGO in Q1 2023 and has held it in 3 quarters since. 4,856 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Okabena Investment Services held 3,743 shares of Broadcom worth $1.41M as of Q2 2026.
  • Broadcom was a new Okabena Investment Services position in Q2 2026.
  • Broadcom made up 0.25% of Okabena Investment Services's portfolio in Q2 2026, its #59 holding.
  • Okabena Investment Services first reported a position in Broadcom in Q1 2023 and has held it in 3 quarters since.
  • 4,856 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.