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Cladis Investment Advisory’s Broadcom AVGO Stock Holding History

Cladis Investment Advisory’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 		$272K Hold
720
– – 0.13% 142
2026
Q1 		$223K Buy
720
+40
+6% +$13.2K 0.12% 146
2025
Q4 		$235K Hold
680
– – 0.13% 142
2025
Q3 		$224K Buy
+680
New +$209K 0.13% 141

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

Cladis Investment Advisory's AVGO Position: Q2 2026 in Review

Cladis Investment Advisory held its Broadcom (AVGO) position steady in Q2 2026 at 720 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #142.

Cladis Investment Advisory first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cladis Investment Advisory held 720 shares of Broadcom worth $272K as of Q2 2026.
  • Cladis Investment Advisory left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.13% of Cladis Investment Advisory's portfolio in Q2 2026, its #142 holding.
  • Cladis Investment Advisory first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.