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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 		$453K Buy
+1,200
New +$481K ﹤0.01% 1645

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.