OP Asset Management’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
$237M Sell
626,901
-291,534
-32% -$117M 2.53% 8
2026
Q1
$284M Buy
918,435
+298,768
+48% +$98.3M 2.86% 7
2025
Q4
$214M Buy
619,667
+102,849
+20% +$36.8M 2.55% 8
2025
Q3
$171M Buy
516,818
+8,359
+2% +$2.56M 2.19% 7
2025
Q2
$140M Sell
508,459
-15,668
-3% -$3.4M 2.01% 7
2025
Q1
$87.8M Buy
+524,127
New +$111M 1.44% 10

Other funds holding AVGO

OP Asset Management's AVGO Position: Q2 2026 in Review

OP Asset Management reduced its Broadcom (AVGO) stake by 32% in Q2 2026, selling an estimated $117M and leaving 626,901 shares worth $237M. The position accounts for 2.53% of the portfolio, ranked #8.

OP Asset Management first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $284M in Q1 2026. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • OP Asset Management held 626,901 shares of Broadcom worth $237M as of Q2 2026.
  • OP Asset Management sold 291,534 Broadcom shares in Q2 2026, an estimated $117M.
  • Broadcom made up 2.53% of OP Asset Management's portfolio in Q2 2026, its #8 holding.
  • OP Asset Management first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Broadcom position peaked at $284M in Q1 2026.
  • 4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.