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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 		$6.2K Buy
+40,000
New +$14.3M ﹤0.01% 225
2016
Q1 		– Sell
-2,404,000
Closed -$1.78M – 444
2015
Q4 		$1.78M Hold
2,404,000
– – 0.02% 331
2015
Q3 		$1.51M Buy
2,404,000
+803,000
+50% +$10.1M 0.01% 404
2015
Q2 		$1.81M Buy
+1,601,000
New +$21M 0.01% 446

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.