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AVGO icon

Claro Advisors’s Broadcom AVGO Stock Holding History

Claro 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 		$11.1M Buy
29,493
+497
+2% +$199K 1.17% 18
2026
Q1 		$8.97M Buy
28,996
+3,678
+15% +$1.21M 1.08% 19
2025
Q4 		$8.76M Sell
25,318
-1,950
-7% -$697K 1.19% 19
2025
Q3 		$9M Sell
27,268
-6,126
-18% -$1.88M 1.31% 17
2025
Q2 		$9.21M Sell
33,394
-6,325
-16% -$1.37M 1.52% 16
2025
Q1 		$6.65M Buy
39,719
+783
+2% +$166K 0.89% 19
2024
Q4 		$9.03M Sell
38,936
-6,934
-15% -$1.28M 1.22% 17
2024
Q3 		$7.91M Buy
45,870
+5,850
+15% +$938K 1.02% 17
2024
Q2 		$6.43M Buy
40,020
+3,020
+8% +$423K 1% 17
2024
Q1 		$4.9M Buy
37,000
+10,500
+40% +$1.3M 0.85% 22
2023
Q4 		$2.96M Buy
26,500
+6,540
+33% +$619K 0.64% 35
2023
Q3 		$1.66M Buy
19,960
+1,120
+6% +$97.1K 0.41% 49
2023
Q2 		$1.63M Sell
18,840
-840
-4% -$59.9K 0.41% 49
2023
Q1 		$1.26M Buy
19,680
+270
+1% +$16.2K 0.37% 62
2022
Q4 		$1.09M Buy
19,410
+1,500
+8% +$75.2K 0.36% 70
2022
Q3 		$870K Hold
17,910
– – 0.35% 69
2022
Q2 		$870K Buy
17,910
+1,000
+6% +$56.1K 0.35% 69
2022
Q1 		$1.13M Hold
16,910
– – 0.4% 58
2021
Q4 		$1.13M Sell
16,910
-250
-1% -$14.1K 0.4% 58
2021
Q3 		$832K Buy
17,160
+240
+1% +$11.7K 0.35% 74
2021
Q2 		$807K Buy
16,920
+190
+1% +$8.8K 0.36% 70
2021
Q1 		$776K Sell
16,730
-40
-0.2% -$1.85K 0.39% 66
2020
Q4 		$734K Buy
16,770
+310
+2% +$12.1K 0.39% 72
2020
Q3 		$600K Buy
16,460
+2,740
+20% +$91.8K 0.38% 76
2020
Q2 		$433K Buy
13,720
+2,740
+25% +$76.7K 0.3% 101
2020
Q1 		$260K Buy
+10,980
New +$309K 0.24% 125
2019
Q1 		– Sell
-1,320
Closed -$33K – 205
2018
Q4 		$33K Buy
+1,320
New +$31.2K 0.03% 425

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

Claro Advisors's AVGO Position: Q2 2026 in Review

Claro Advisors increased its Broadcom (AVGO) stake by 1.7% in Q2 2026, buying an estimated $199K and bringing the position to 29,493 shares worth $11.1M. The position accounts for 1.17% of the portfolio, ranked #18.

Claro Advisors first reported a position in AVGO in Q4 2018 and has held it in 27 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Claro Advisors held 29,493 shares of Broadcom worth $11.1M as of Q2 2026.
  • Claro Advisors bought 497 Broadcom shares in Q2 2026, an estimated $199K.
  • Broadcom made up 1.17% of Claro Advisors's portfolio in Q2 2026, its #18 holding.
  • Claro Advisors first reported a position in Broadcom in Q4 2018 and has held it in 27 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.