Osaic Holdings’s Broadcom AVGO Stock Holding History

Osaic Holdings’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 Q1	$451K	Buy	40 +15	+60%	+$4.94K	﹤0.01%	3447
2025 Q4	$440K	Buy	25 +11	+79%	+$3.93K	﹤0.01%	3453
2025 Q3	$234K	Hold	14	–	–	﹤0.01%	4085
2025 Q2	$207K	Sell	14 -4	-22%	-$869	﹤0.01%	3908
2025 Q1	$86.7K	Buy	18 +2	+13%	+$423	﹤0.01%	4277
2024 Q4	$167K	Buy	16 +4	+33%	+$740	﹤0.01%	3762
2024 Q3	$69.4K	Buy	+12	New	+$1.92K	﹤0.01%	4503
2023 Q4	–	Sell	-10	Closed	-$28.6K	–	7297
2023 Q3	$28.6K	Hold	10	–	–	﹤0.01%	5354
2023 Q2	$32.4K	Hold	10	–	–	﹤0.01%	5240
2023 Q1	$12.8K	Hold	10	–	–	﹤0.01%	5831
2022 Q4	$11K	Hold	10	–	–	﹤0.01%	5884
2022 Q3	$4K	Hold	10	–	–	﹤0.01%	6456
2022 Q2	$7K	Hold	10	–	–	﹤0.01%	6288
2022 Q1	$20K	Hold	10	–	–	﹤0.01%	5679
2021 Q4	$23K	Buy	+10	New	+$562	﹤0.01%	5683

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Osaic Holdings's AVGO Position: Q1 2026 in Review

Osaic Holdings increased its Broadcom (AVGO) stake by 2.9% in Q1 2026, buying an estimated $13.2M and bringing the position to 1,403,183 shares worth $434M. The position accounts for 0.64% of the portfolio, ranked #18.

Osaic Holdings first reported a position in AVGO in Q1 2020 and has held it in 25 quarters since. The position peaked at $477M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Osaic Holdings held 1,403,183 shares of Broadcom worth $434M as of Q1 2026.
Osaic Holdings bought 40,076 Broadcom shares in Q1 2026, an estimated $13.2M.
Broadcom made up 0.64% of Osaic Holdings's portfolio in Q1 2026, its #18 holding.
Osaic Holdings first reported a position in Broadcom in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's Broadcom position peaked at $477M in Q3 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.