Oxler Private Wealth’s Broadcom AVGO Stock Holding History

Oxler Private Wealth’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	$968K	Buy	2,562 +5	+0.2%	+$2K	0.28%	42
2026 Q1	$792K	Buy	2,557 +5	+0.2%	+$1.65K	0.25%	45
2025 Q4	$883K	Buy	2,552 +5	+0.2%	+$1.79K	0.26%	45
2025 Q3	$840K	Buy	2,547 +4	+0.2%	+$1.23K	0.24%	48
2025 Q2	$701K	Buy	2,543 +6	+0.2%	+$1.3K	0.22%	53
2025 Q1	$425K	Buy	2,537 +9	+0.4%	+$1.91K	0.15%	65
2024 Q4	$586K	Buy	2,528 +6	+0.2%	+$1.11K	0.19%	59
2024 Q3	$435K	Buy	2,522 +12	+0.5%	+$1.92K	0.15%	65
2024 Q2	$404K	Hold	2,510	–	–	0.15%	63
2024 Q1	$332K	Buy	2,510 +10	+0.4%	+$1.24K	0.13%	70
2023 Q4	$279K	Buy	2,500 +20	+0.8%	+$1.89K	0.23%	61
2023 Q3	$206K	Buy	2,480 +10	+0.4%	+$867	0.1%	88
2023 Q2	$214K	Buy	+2,470	New	+$176K	0.1%	89
2022 Q4	–	Sell	-2,410	Closed	-$107K	–	106
2022 Q3	$107K	Buy	2,410 +20	+0.8%	+$1.02K	0.06%	131
2022 Q2	$117K	Buy	+2,390	New	+$134K	0.06%	122
2021 Q1	–	Sell	-2,000	Closed	-$87K	–	123
2020 Q4	$87K	Buy	+2,000	New	+$78K	0.05%	138

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oxler Private Wealth's AVGO Position: Q2 2026 in Review

Oxler Private Wealth increased its Broadcom (AVGO) stake by 0.2% in Q2 2026, buying an estimated $2K and bringing the position to 2,562 shares worth $968K. The position accounts for 0.28% of the portfolio, ranked #42.

Oxler Private Wealth first reported a position in AVGO in Q4 2020 and has held it in 16 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Oxler Private Wealth held 2,562 shares of Broadcom worth $968K as of Q2 2026.
Oxler Private Wealth bought 5 Broadcom shares in Q2 2026, an estimated $2K.
Broadcom made up 0.28% of Oxler Private Wealth's portfolio in Q2 2026, its #42 holding.
Oxler Private Wealth first reported a position in Broadcom in Q4 2020 and has held it in 16 quarters since.
4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.