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O'Shaughnessy Asset Management’s Broadcom AVGO Stock Holding History

O'Shaughnessy Asset Management’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 		$315M Sell
835,057
-143,110
-15% -$57.4M 1.45% 6
2026
Q1 		$303M Buy
978,167
+157,755
+19% +$51.9M 1.5% 6
2025
Q4 		$284M Buy
820,412
+47,245
+6% +$16.9M 1.57% 6
2025
Q3 		$255M Buy
773,167
+66,028
+9% +$20.3M 1.5% 5
2025
Q2 		$195M Buy
707,139
+72,395
+11% +$15.7M 1.33% 7
2025
Q1 		$106M Buy
634,744
+29,727
+5% +$6.29M 0.85% 14
2024
Q4 		$140M Buy
605,017
+28,787
+5% +$5.32M 1.19% 7
2024
Q3 		$105M Buy
576,230
+33,430
+6% +$5.36M 0.94% 10
2024
Q2 		$87.1M Buy
542,800
+49,650
+10% +$6.96M 0.9% 12
2024
Q1 		$65.4M Buy
493,150
+58,520
+13% +$7.25M 0.72% 21
2023
Q4 		$48.5M Buy
434,630
+69,300
+19% +$6.56M 0.64% 25
2023
Q3 		$30.3M Buy
365,330
+74,450
+26% +$6.45M 0.45% 54
2023
Q2 		$25.2M Buy
290,880
+15,300
+6% +$1.09M 0.37% 72
2023
Q1 		$17.7M Buy
275,580
+61,730
+29% +$3.71M 0.28% 101
2022
Q4 		$12M Buy
213,850
+7,810
+4% +$392K 0.2% 141
2022
Q3 		$9.15M Buy
206,040
+16,890
+9% +$863K 0.17% 144
2022
Q2 		$9.19M Sell
189,150
-3,430
-2% -$193K 0.17% 149
2022
Q1 		$12.1M Buy
192,580
+84,410
+78% +$5.01M 0.2% 135
2021
Q4 		$7.2M Buy
108,170
+22,890
+27% +$1.29M 0.13% 182
2021
Q3 		$4.14M Buy
85,280
+13,520
+19% +$657K 0.08% 202
2021
Q2 		$3.42M Buy
71,760
+7,270
+11% +$337K 0.07% 227
2021
Q1 		$2.99M Buy
64,490
+9,080
+16% +$420K 0.07% 213
2020
Q4 		$2.43M Buy
55,410
+15,140
+38% +$590K 0.07% 184
2020
Q3 		$1.47M Buy
40,270
+9,180
+30% +$307K 0.04% 226
2020
Q2 		$981K Buy
31,090
+28,160
+961% +$788K 0.03% 278
2020
Q1 		$69K Sell
2,930
-7,290
-71% -$205K ﹤0.01% 717
2019
Q4 		$323K Buy
10,220
+9,430
+1,194% +$286K 0.01% 487
2019
Q3 		$22K Sell
790
-50
-6% -$1.42K ﹤0.01% 767
2019
Q2 		$24K Buy
840
+60
+8% +$1.75K ﹤0.01% 758
2019
Q1 		$23K Buy
+780
New +$21.1K ﹤0.01% 756

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

O'Shaughnessy Asset Management reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $57.4M and leaving 835,057 shares worth $315M. The position accounts for 1.45% of the portfolio, ranked #6.

O'Shaughnessy Asset Management first reported a position in AVGO in Q1 2019 and has held it in 30 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • O'Shaughnessy Asset Management held 835,057 shares of Broadcom worth $315M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 143,110 Broadcom shares in Q2 2026, an estimated $57.4M.
  • Broadcom made up 1.45% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #6 holding.
  • O'Shaughnessy Asset Management first reported a position in Broadcom in Q1 2019 and has held it in 30 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.