OCM
AVGO icon

Osterweis Capital Management’s Broadcom AVGO Stock Holding History

Osterweis Capital 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 		$51.1M Sell
135,358
-19,736
-13% -$7.91M 2.41% 10
2026
Q1 		$48M Sell
155,094
-27,022
-15% -$8.89M 2.48% 7
2025
Q4 		$63M Sell
182,116
-29,249
-14% -$10.5M 2.67% 10
2025
Q3 		$69.7M Sell
211,365
-3,008
-1% -$923K 3.15% 4
2025
Q2 		$59.1M Buy
214,373
+79,872
+59% +$17.3M 2.83% 6
2025
Q1 		$22.5M Sell
134,501
-54,725
-29% -$11.6M 1.11% 34
2024
Q4 		$43.9M Buy
189,226
+345
+0.2% +$63.8K 2.04% 10
2024
Q3 		$32.6M Buy
188,881
+1,161
+0.6% +$186K 1.65% 19
2024
Q2 		$30.1M Buy
187,720
+186,970
+24,929% +$26.2M 1.56% 23
2024
Q1 		$99.4K Sell
750
-300
-29% -$37.2K 0.01% 152
2023
Q4 		$117K Buy
1,050
+300
+40% +$28.4K 0.01% 142
2023
Q3 		$62.3K Hold
750
– – ﹤0.01% 161
2023
Q2 		$65.1K Hold
750
– – ﹤0.01% 164
2023
Q1 		$48.1K Hold
750
– – ﹤0.01% 171
2022
Q4 		$41.9K Buy
750
+600
+400% +$30.1K ﹤0.01% 181
2022
Q3 		$7K Buy
+150
New +$7.66K ﹤0.01% 208

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

Osterweis Capital Management's AVGO Position: Q2 2026 in Review

Osterweis Capital Management reduced its Broadcom (AVGO) stake by 13% in Q2 2026, selling an estimated $7.91M and leaving 135,358 shares worth $51.1M. The position accounts for 2.41% of the portfolio, ranked #10.

Osterweis Capital Management first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. The position peaked at $69.7M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Osterweis Capital Management held 135,358 shares of Broadcom worth $51.1M as of Q2 2026.
  • Osterweis Capital Management sold 19,736 Broadcom shares in Q2 2026, an estimated $7.91M.
  • Broadcom made up 2.41% of Osterweis Capital Management's portfolio in Q2 2026, its #10 holding.
  • Osterweis Capital Management first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • Osterweis Capital Management's Broadcom position peaked at $69.7M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.