CF
AVGO icon

Clarity Financial’s Broadcom AVGO Stock Holding History

Clarity 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
Q2 		$23.7M Buy
62,704
+60,218
+2,422% +$24.1M 2.01% 18
2026
Q1 		$770K Sell
2,486
-1,852
-43% -$609K 0.08% 56
2025
Q4 		$1.5M Sell
4,338
-9
-0.2% -$3.22K 0.14% 46
2025
Q3 		$1.43M Buy
4,347
+1,878
+76% +$576K 0.14% 47
2025
Q2 		$681K Buy
2,469
+47
+2% +$10.2K 0.07% 59
2025
Q1 		$406K Buy
2,422
+12
+0.5% +$2.54K 0.05% 73
2024
Q4 		$559K Sell
2,410
-958
-28% -$177K 0.07% 67
2024
Q3 		$581K Sell
3,368
-72
-2% -$11.5K 0.07% 82
2024
Q2 		$552K Sell
3,440
-570
-14% -$79.9K 0.08% 67
2024
Q1 		$531K Buy
4,010
+440
+12% +$54.5K 0.08% 73
2023
Q4 		$399K Sell
3,570
-420
-11% -$39.8K 0.07% 73
2023
Q3 		$331K Buy
3,990
+1,210
+44% +$105K 0.06% 84
2023
Q2 		$241K Buy
+2,780
New +$198K 0.03% 105

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Clarity Financial's AVGO Position: Q2 2026 in Review

Clarity Financial increased its Broadcom (AVGO) stake by 2,422% in Q2 2026, buying an estimated $24.1M and bringing the position to 62,704 shares worth $23.7M. The position accounts for 2.01% of the portfolio, ranked #18.

Clarity Financial first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 2,723 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Clarity Financial held 62,704 shares of Broadcom worth $23.7M as of Q2 2026.
  • Clarity Financial bought 60,218 Broadcom shares in Q2 2026, an estimated $24.1M.
  • Broadcom made up 2.01% of Clarity Financial's portfolio in Q2 2026, its #18 holding.
  • Clarity Financial first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 2,723 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.