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Oxford Financial Group’s Broadcom AVGO Stock Holding History

Oxford Financial Group’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 		$2.72M Buy
8,797
+1,151
+15% +$379K 0.15% 49
2025
Q4 		$2.65M Sell
7,646
-12
-0.2% -$4.29K 0.15% 48
2025
Q3 		$2.53M Sell
7,658
-2,664
-26% -$817K 0.14% 52
2025
Q2 		$2.85M Buy
10,322
+3,091
+43% +$671K 0.17% 45
2025
Q1 		$1.21M Sell
7,231
-174
-2% -$36.8K 0.08% 69
2024
Q4 		$1.72M Sell
7,405
-239
-3% -$44.2K 0.11% 60
2024
Q3 		$1.32M Sell
7,644
-1,986
-21% -$318K 0.08% 74
2024
Q2 		$1.55M Buy
9,630
+1,730
+22% +$242K 0.1% 70
2024
Q1 		$1.05M Buy
7,900
+110
+1% +$13.6K 0.07% 78
2023
Q4 		$870K Buy
7,790
+880
+13% +$83.3K 0.06% 93
2023
Q3 		$574K Sell
6,910
-3,250
-32% -$282K 0.05% 111
2023
Q2 		$881K Buy
10,160
+5,310
+109% +$379K 0.08% 82
2023
Q1 		$311K Buy
4,850
+80
+2% +$4.81K 0.03% 145
2022
Q4 		$267K Buy
+4,770
New +$239K 0.03% 169
2020
Q2 		– Sell
-12,000
Closed -$285K – 190
2020
Q1 		$285K Buy
+12,000
New +$338K 0.06% 122

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oxford Financial Group's AVGO Position: Q1 2026 in Review

Oxford Financial Group increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $379K and bringing the position to 8,797 shares worth $2.72M. The position accounts for 0.15% of the portfolio, ranked #49.

Oxford Financial Group first reported a position in AVGO in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.85M in Q2 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Oxford Financial Group held 8,797 shares of Broadcom worth $2.72M as of Q1 2026.
  • Oxford Financial Group bought 1,151 Broadcom shares in Q1 2026, an estimated $379K.
  • Broadcom made up 0.15% of Oxford Financial Group's portfolio in Q1 2026, its #49 holding.
  • Oxford Financial Group first reported a position in Broadcom in Q1 2020 and has held it in 15 quarters since.
  • Oxford Financial Group's Broadcom position peaked at $2.85M in Q2 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.