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Clarity Wealth Advisors’s Broadcom AVGO Stock Holding History

Clarity Wealth Advisors’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 		$1.49M Sell
3,949
-44
-1% -$17.6K 0.26% 42
2026
Q1 		$1.24M Sell
3,993
-46
-1% -$15.1K 0.25% 41
2025
Q4 		$1.4M Sell
4,039
-73
-2% -$26.1K 0.29% 40
2025
Q3 		$1.36M Sell
4,112
-55
-1% -$16.9K 0.3% 40
2025
Q2 		$1.15M Buy
4,167
+140
+3% +$30.4K 0.28% 43
2025
Q1 		$674K Sell
4,027
-10
-0.2% -$2.12K 0.19% 49
2024
Q4 		$936K Sell
4,037
-47
-1% -$8.69K 0.26% 41
2024
Q3 		$704K Buy
4,084
+214
+6% +$34.3K 0.2% 44
2024
Q2 		$622K Buy
3,870
+100
+3% +$14K 0.2% 46
2024
Q1 		$500K Buy
3,770
+220
+6% +$27.3K 0.17% 55
2023
Q4 		$396K Hold
3,550
– – 0.15% 60
2023
Q3 		$295K Hold
3,550
– – 0.13% 59
2023
Q2 		$308K Buy
3,550
+110
+3% +$7.84K 0.14% 60
2023
Q1 		$221K Buy
+3,440
New +$207K 0.11% 67
2022
Q2 		– Sell
-3,780
Closed -$238K – 72
2022
Q1 		$238K Sell
3,780
-130
-3% -$7.72K 0.11% 61
2021
Q4 		$260K Buy
+3,910
New +$220K 0.12% 60
2020
Q3 		– Sell
-9,660
Closed -$304K – 59
2020
Q2 		$304K Buy
+9,660
New +$270K 0.24% 52
2020
Q1 		– Sell
-7,740
Closed -$244K – 57
2019
Q4 		$244K Buy
+7,740
New +$235K 0.21% 55

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clarity Wealth Advisors's AVGO Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Broadcom (AVGO) stake by 1.1% in Q2 2026, selling an estimated $17.6K and leaving 3,949 shares worth $1.49M. The position accounts for 0.26% of the portfolio, ranked #42.

Clarity Wealth Advisors first reported a position in AVGO in Q4 2019 and has held it in 18 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Clarity Wealth Advisors held 3,949 shares of Broadcom worth $1.49M as of Q2 2026.
  • Clarity Wealth Advisors sold 44 Broadcom shares in Q2 2026, an estimated $17.6K.
  • Broadcom made up 0.26% of Clarity Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Clarity Wealth Advisors first reported a position in Broadcom in Q4 2019 and has held it in 18 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.