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UBS O'Connor’s Broadcom AVGO Stock Holding History

UBS O'Connor’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
2025
Q4 		$27.3M Buy
78,896
+70,946
+892% +$25.4M 0.73% 17
2025
Q3 		$2.62M Sell
7,950
-18,854
-70% -$5.78M 0.08% 109
2025
Q2 		$7.39M Buy
26,804
+10,228
+62% +$2.22M 0.2% 57
2025
Q1 		$2.78M Sell
16,576
-18,098
-52% -$3.83M 0.07% 96
2024
Q4 		$8.04M Sell
34,674
-44,824
-56% -$8.29M 0.2% 62
2024
Q3 		$13.7M Sell
79,498
-44,302
-36% -$7.1M 0.34% 31
2024
Q2 		$19.9M Sell
123,800
-4,890
-4% -$685K 0.56% 23
2024
Q1 		$17.1M Buy
128,690
+67,860
+112% +$8.41M 0.49% 27
2023
Q4 		$6.79M Sell
60,830
-16,400
-21% -$1.55M 0.21% 51
2023
Q3 		$6.41M Buy
77,230
+9,790
+15% +$849K 0.11% 94
2023
Q2 		$5.85M Buy
+67,440
New +$4.81M 0.12% 96
2018
Q1 		– Sell
-75,000
Closed -$1.93M – 303
2017
Q4 		$1.93M Sell
75,000
-50,000
-40% -$1.3M 0.03% 211
2017
Q3 		$3.03M Buy
+125,000
New +$3.09M 0.04% 229
2016
Q4 		– Sell
-187,440
Closed -$3.23M – 401
2016
Q3 		$3.23M Buy
187,440
+37,440
+25% +$626K 0.05% 267
2016
Q2 		$2.33M Sell
150,000
-269,890
-64% -$4.11M 0.05% 238
2016
Q1 		$6.49M Buy
+419,890
New +$5.68M 0.06% 248
2015
Q3 		– Sell
-28,870
Closed -$365K – 534
2015
Q2 		$384K Buy
+28,870
New +$378K ﹤0.01% 719

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS O'Connor's AVGO Position: Q4 2025 in Review

UBS O'Connor increased its Broadcom (AVGO) stake by 892% in Q4 2025, buying an estimated $25.4M and bringing the position to 78,896 shares worth $27.3M. The position accounts for 0.73% of the portfolio, ranked #17.

UBS O'Connor first reported a position in AVGO in Q2 2015 and has held it in 17 quarters since. 4,725 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • UBS O'Connor held 78,896 shares of Broadcom worth $27.3M as of Q4 2025.
  • UBS O'Connor bought 70,946 Broadcom shares in Q4 2025, an estimated $25.4M.
  • Broadcom made up 0.73% of UBS O'Connor's portfolio in Q4 2025, its #17 holding.
  • UBS O'Connor first reported a position in Broadcom in Q2 2015 and has held it in 17 quarters since.
  • 4,725 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.