OneDigital Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.1M | Buy |
63,814
+3,809
| +6% | +$1.53M | 0.2% | 96 |
|
|
2026
Q1 | $18.6M | Sell |
60,005
-37,539
| -38% | -$12.4M | 0.18% | 111 |
|
|
2025
Q4 | $33.8M | Buy |
97,544
+2,609
| +3% | +$933K | 0.33% | 61 |
|
|
2025
Q3 | $31.3M | Buy |
94,935
+1,966
| +2% | +$603K | 0.32% | 62 |
|
|
2025
Q2 | $25.6M | Sell |
92,969
-3,906
| -4% | -$848K | 0.28% | 75 |
|
|
2025
Q1 | $16.2M | Sell |
96,875
-1,409
| -1% | -$298K | 0.19% | 106 |
|
|
2024
Q4 | $22.8M | Sell |
98,284
-7,477
| -7% | -$1.38M | 0.26% | 73 |
|
|
2024
Q3 | $18.2M | Sell |
105,761
-3,549
| -3% | -$569K | 0.21% | 92 |
|
|
2024
Q2 | $17.5M | Buy |
109,310
+26,790
| +32% | +$3.75M | 0.22% | 90 |
|
|
2024
Q1 | $10.9M | Sell |
82,520
-2,240
| -3% | -$278K | 0.17% | 118 |
|
|
2023
Q4 | $9.46M | Buy |
84,760
+5,430
| +7% | +$514K | 0.17% | 126 |
|
|
2023
Q3 | $6.59M | Buy |
79,330
+5,940
| +8% | +$515K | 0.14% | 133 |
|
|
2023
Q2 | $6.37M | Sell |
73,390
-3,040
| -4% | -$217K | 0.14% | 126 |
|
|
2023
Q1 | $4.9M | Buy |
76,430
+2,920
| +4% | +$176K | 0.12% | 145 |
|
|
2022
Q4 | $4.11M | Buy |
73,510
+8,540
| +13% | +$428K | 0.12% | 144 |
|
|
2022
Q3 | $2.88M | Buy |
64,970
+1,140
| +2% | +$58.2K | 0.11% | 141 |
|
|
2022
Q2 | $3.1M | Buy |
63,830
+670
| +1% | +$37.6K | 0.13% | 111 |
|
|
2022
Q1 | $3.98M | Buy |
63,160
+1,780
| +3% | +$106K | 0.15% | 95 |
|
|
2021
Q4 | $4.08M | Buy |
61,380
+45,840
| +295% | +$2.58M | 0.14% | 97 |
|
|
2021
Q3 | $754K | Buy |
15,540
+210
| +1% | +$10.2K | 0.03% | 323 |
|
|
2021
Q2 | $731K | Buy |
15,330
+1,100
| +8% | +$51K | 0.03% | 319 |
|
|
2021
Q1 | $660K | Sell |
14,230
-630
| -4% | -$29.1K | 0.03% | 322 |
|
|
2020
Q4 | $651K | Buy |
14,860
+680
| +5% | +$26.5K | 0.03% | 299 |
|
|
2020
Q3 | $517K | Buy |
14,180
+6,190
| +77% | +$207K | 0.04% | 302 |
|
|
2020
Q2 | $252K | Buy |
+7,990
| New | +$224K | 0.02% | 488 |
|
|
2019
Q3 | – | Sell |
-450
| Closed | -$13K | – | 600 |
|
|
2019
Q2 | $13K | Buy |
450
+200
| +80% | +$5.83K | ﹤0.01% | 887 |
|
|
2019
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 915 |
|
|
2018
Q4 | $6K | Buy |
+250
| New | +$5.9K | ﹤0.01% | 929 |
|
|
2018
Q3 | – | Sell |
-250
| Closed | -$6K | – | 1048 |
|
|
2018
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 1134 |
|
|
2018
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 1119 |
|
|
2017
Q4 | $6K | Buy |
+250
| New | +$6.5K | ﹤0.01% | 1056 |
|
Other funds holding AVGO
OneDigital Investment Advisors's AVGO Position: Q2 2026 in Review
OneDigital Investment Advisors increased its Broadcom (AVGO) stake by 6.3% in Q2 2026, buying an estimated $1.53M and bringing the position to 63,814 shares worth $24.1M. The position accounts for 0.2% of the portfolio, ranked #96.
OneDigital Investment Advisors first reported a position in AVGO in Q4 2017 and has held it in 31 quarters since. The position peaked at $33.8M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- OneDigital Investment Advisors held 63,814 shares of Broadcom worth $24.1M as of Q2 2026.
- OneDigital Investment Advisors bought 3,809 Broadcom shares in Q2 2026, an estimated $1.53M.
- Broadcom made up 0.2% of OneDigital Investment Advisors's portfolio in Q2 2026, its #96 holding.
- OneDigital Investment Advisors first reported a position in Broadcom in Q4 2017 and has held it in 31 quarters since.
- OneDigital Investment Advisors's Broadcom position peaked at $33.8M in Q4 2025.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.