SkyOak Wealth’s Broadcom AVGO Stock Holding History

SkyOak 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	$2.51M	Sell	6,636 -1,700	-20%	-$682K	0.41%	56
2026 Q1	$2.58M	Buy	8,336 +2,276	+38%	+$749K	0.47%	56
2025 Q4	$2.1M	Buy	6,060 +1,451	+31%	+$519K	0.38%	60
2025 Q3	$1.52M	Buy	4,609 +17	+0.4%	+$5.21K	0.29%	71
2025 Q2	$1.27M	Sell	4,592 -678	-13%	-$147K	0.25%	70
2025 Q1	$882K	Sell	5,270 -5,600	-52%	-$1.19M	0.19%	84
2024 Q4	$2.52M	Hold	10,870	–	–	0.54%	51
2024 Q3	$1.88M	Hold	10,870	–	–	0.42%	60
2024 Q2	$1.75M	Buy	10,870 +190	+2%	+$26.6K	0.41%	59
2024 Q1	$1.42M	Sell	10,680 -10,500	-50%	-$1.3M	0.34%	63
2023 Q4	$2.36M	Hold	21,180	–	–	0.62%	41
2023 Q3	$1.76M	Sell	21,180 -80	-0.4%	-$6.93K	0.51%	52
2023 Q2	$1.84M	Hold	21,260	–	–	0.52%	51
2023 Q1	$1.36M	Buy	21,260 +510	+2%	+$30.7K	0.42%	59
2022 Q4	$1.16M	Hold	20,750	–	–	0.39%	63
2022 Q3	$921K	Buy	20,750 +6,300	+44%	+$322K	0.33%	74
2022 Q2	$702K	Hold	14,450	–	–	0.24%	94
2022 Q1	$910K	Hold	14,450	–	–	0.25%	91
2021 Q4	$962K	Buy	+14,450	New	+$812K	0.24%	93

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

SkyOak Wealth's AVGO Position: Q2 2026 in Review

SkyOak Wealth reduced its Broadcom (AVGO) stake by 20% in Q2 2026, selling an estimated $682K and leaving 6,636 shares worth $2.51M. The position accounts for 0.41% of the portfolio, ranked #56.

SkyOak Wealth first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.58M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

SkyOak Wealth held 6,636 shares of Broadcom worth $2.51M as of Q2 2026.
SkyOak Wealth sold 1,700 Broadcom shares in Q2 2026, an estimated $682K.
Broadcom made up 0.41% of SkyOak Wealth's portfolio in Q2 2026, its #56 holding.
SkyOak Wealth first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
SkyOak Wealth's Broadcom position peaked at $2.58M in Q1 2026.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.