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Oxford Wealth Group’s Broadcom AVGO Stock Holding History

Oxford Wealth 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 		$697K Buy
1,844
+56
+3% +$22.5K 0.31% 47
2026
Q1 		$553K Sell
1,788
-53
-3% -$17.4K 0.3% 57
2025
Q4 		$637K Buy
+1,841
New +$658K 0.31% 50
2024
Q4 		$751K Buy
3,240
+1,840
+131% +$340K 0.49% 39
2024
Q3 		$242K Sell
1,400
-120
-8% -$19.2K 0.2% 54
2024
Q2 		$244K Sell
1,520
-80
-5% -$11.2K 0.17% 62
2024
Q1 		$212K Buy
+1,600
New +$198K 0.19% 54

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 $3.38T AUM 44.17% 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 Wealth Group's AVGO Position: Q2 2026 in Review

Oxford Wealth Group increased its Broadcom (AVGO) stake by 3.1% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,844 shares worth $697K. The position accounts for 0.31% of the portfolio, ranked #47.

Oxford Wealth Group first reported a position in AVGO in Q1 2024 and has held it in 7 quarters since. The position peaked at $751K in Q4 2024. 4,855 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Oxford Wealth Group held 1,844 shares of Broadcom worth $697K as of Q2 2026.
  • Oxford Wealth Group bought 56 Broadcom shares in Q2 2026, an estimated $22.5K.
  • Broadcom made up 0.31% of Oxford Wealth Group's portfolio in Q2 2026, its #47 holding.
  • Oxford Wealth Group first reported a position in Broadcom in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Broadcom position peaked at $751K in Q4 2024.
  • 4,855 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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