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Pin Oak Investment Advisors’s Broadcom AVGO Stock Holding History

Pin Oak Investment Advisors’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 		$487K Sell
1,290
-116
-8% -$46.5K 0.35% 63
2026
Q1 		$435K Buy
1,406
+184
+15% +$60.5K 0.31% 65
2025
Q4 		$407K Buy
1,222
+629
+106% +$225K 0.29% 66
2025
Q3 		$196K Buy
593
+443
+295% +$136K 0.14% 107
2025
Q2 		$25K Hold
150
– – 0.02% 252
2025
Q1 		$25K Hold
150
– – 0.02% 246
2024
Q4 		$26K Hold
150
– – 0.02% 245
2024
Q3 		$25K Hold
150
– – 0.02% 248
2024
Q2 		$24K Sell
150
-450
-75% -$63.1K 0.02% 239
2024
Q1 		$80K Hold
600
– – 0.08% 149
2023
Q4 		$67K Hold
600
– – 0.07% 147
2023
Q3 		$50K Sell
600
-1,210
-67% -$105K 0.06% 159
2023
Q2 		$157K Buy
1,810
+100
+6% +$7.13K 0.17% 92
2023
Q1 		$110K Buy
1,710
+1,660
+3,320% +$99.9K 0.14% 108
2022
Q4 		$3K Buy
+50
New +$2.51K ﹤0.01% 374
2020
Q1 		– Sell
-1,050
Closed -$33K – 400
2019
Q4 		$33K Hold
1,050
– – 0.03% 208
2019
Q3 		$29K Sell
1,050
-150
-13% -$4.26K 0.02% 223
2019
Q2 		$35K Buy
+1,200
New +$35K 0.03% 217

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

Pin Oak Investment Advisors's AVGO Position: Q2 2026 in Review

Pin Oak Investment Advisors reduced its Broadcom (AVGO) stake by 8.3% in Q2 2026, selling an estimated $46.5K and leaving 1,290 shares worth $487K. The position accounts for 0.35% of the portfolio, ranked #63.

Pin Oak Investment Advisors first reported a position in AVGO in Q2 2019 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pin Oak Investment Advisors held 1,290 shares of Broadcom worth $487K as of Q2 2026.
  • Pin Oak Investment Advisors sold 116 Broadcom shares in Q2 2026, an estimated $46.5K.
  • Broadcom made up 0.35% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • Pin Oak Investment Advisors first reported a position in Broadcom in Q2 2019 and has held it in 18 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.