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Clark Asset Management’s Broadcom AVGO Stock Holding History

Clark Asset Management’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 		$1.89M Buy
4,990
+160
+3% +$64.2K 0.15% 60
2026
Q1 		$1.49M Buy
4,830
+2,182
+82% +$718K 0.14% 62
2025
Q4 		$917K Buy
2,648
+648
+32% +$232K 0.1% 79
2025
Q3 		$660K Buy
2,000
+154
+8% +$47.2K 0.08% 98
2025
Q2 		$509K Sell
1,846
-285
-13% -$61.9K 0.07% 106
2025
Q1 		$357K Buy
2,131
+536
+34% +$113K 0.06% 106
2024
Q4 		$370K Sell
1,595
-510
-24% -$94.3K 0.07% 86
2024
Q3 		$363K Buy
2,105
+375
+22% +$60.1K 0.08% 82
2024
Q2 		$278K Buy
1,730
+40
+2% +$5.61K 0.08% 81
2024
Q1 		$224K Buy
+1,690
New +$209K 0.07% 82

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

Clark Asset Management's AVGO Position: Q2 2026 in Review

Clark Asset Management increased its Broadcom (AVGO) stake by 3.3% in Q2 2026, buying an estimated $64.2K and bringing the position to 4,990 shares worth $1.89M. The position accounts for 0.15% of the portfolio, ranked #60.

Clark Asset Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Clark Asset Management held 4,990 shares of Broadcom worth $1.89M as of Q2 2026.
  • Clark Asset Management bought 160 Broadcom shares in Q2 2026, an estimated $64.2K.
  • Broadcom made up 0.15% of Clark Asset Management's portfolio in Q2 2026, its #60 holding.
  • Clark Asset Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.