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 Q3	$901K	Buy	2,567 +5	+0.2%	+$1.88K	0.24%	46
2026 Q2	$968K	Buy	2,562 +5	+0.2%	+$2K	0.28%	42
2026 Q1	$792K	Buy	2,557 +5	+0.2%	+$1.64K	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%	+$1.9K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Oxler Private Wealth's AVGO Position: Q3 2026 in Review

Oxler Private Wealth increased its Broadcom (AVGO) stake by 0.2% in Q3 2026, buying an estimated $1.88K and bringing the position to 2,567 shares worth $901K. The position accounts for 0.24% of the portfolio, ranked #46.

Oxler Private Wealth first reported a position in AVGO in Q4 2020 and has held it in 17 quarters since. The position peaked at $968K in Q2 2026. 3,176 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Oxler Private Wealth held 2,567 shares of Broadcom worth $901K as of Q3 2026.
Oxler Private Wealth bought 5 Broadcom shares in Q3 2026, an estimated $1.88K.
Broadcom made up 0.24% of Oxler Private Wealth's portfolio in Q3 2026, its #46 holding.
Oxler Private Wealth first reported a position in Broadcom in Q4 2020 and has held it in 17 quarters since.
Oxler Private Wealth's Broadcom position peaked at $968K in Q2 2026.
3,176 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.