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Claris Financial’s Broadcom AVGO Stock Holding History

Claris Financial’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
Q1 		$1.24M Buy
4,009
+5
+0.1% +$1.65K 0.68% 36
2025
Q4 		$1.39M Buy
4,004
+3,327
+491% +$1.19M 0.74% 27
2025
Q3 		$428K Buy
+677
New +$208K 0.24% 93

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Claris Financial's AVGO Position: Q1 2026 in Review

Claris Financial increased its Broadcom (AVGO) stake by 0.12% in Q1 2026, buying an estimated $1.65K and bringing the position to 4,009 shares worth $1.24M. The position accounts for 0.68% of the portfolio, ranked #36.

Claris Financial first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.39M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Claris Financial held 4,009 shares of Broadcom worth $1.24M as of Q1 2026.
  • Claris Financial bought 5 Broadcom shares in Q1 2026, an estimated $1.65K.
  • Broadcom made up 0.68% of Claris Financial's portfolio in Q1 2026, its #36 holding.
  • Claris Financial first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • Claris Financial's Broadcom position peaked at $1.39M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.