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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
Q2 		$2.16M Sell
5,708
-3,089
-35% -$1.24M 0.11% 61
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 $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

Oxford Financial Group's AVGO Position: Q2 2026 in Review

Oxford Financial Group reduced its Broadcom (AVGO) stake by 35% in Q2 2026, selling an estimated $1.24M and leaving 5,708 shares worth $2.16M. The position accounts for 0.11% of the portfolio, ranked #61.

Oxford Financial Group first reported a position in AVGO in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.85M in Q2 2025. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Oxford Financial Group held 5,708 shares of Broadcom worth $2.16M as of Q2 2026.
  • Oxford Financial Group sold 3,089 Broadcom shares in Q2 2026, an estimated $1.24M.
  • Broadcom made up 0.11% of Oxford Financial Group's portfolio in Q2 2026, its #61 holding.
  • Oxford Financial Group first reported a position in Broadcom in Q1 2020 and has held it in 16 quarters since.
  • Oxford Financial Group's Broadcom position peaked at $2.85M in Q2 2025.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.