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Broadcom shares owned by Oak Barrel Wealth Advisory

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Oak Barrel Wealth Advisory from 13F filings

Historical chart of Oak Barrel Wealth Advisory investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Oak Barrel Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $679k 2.0k 346.17

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Top funds holding Broadcom

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
FMR
Capital World Investors
Capital Research Global Investors
Geode Capital Management
Capital Research and Management Company - Division 3
Morgan Stanley
Bank of America Corporation
Northern Trust
Wellington Management Company
Ubs Global Asset Management Americas

View all funds holding Broadcom