Clarus Wealth Advisors’s Broadcom AVGO Stock Holding History

Clarus 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	$553K	Buy	1,422 +57	+4%	+$22.9K	0.21%	69
2026 Q1	$456K	Buy	1,365 +253	+23%	+$83.3K	0.19%	71
2025 Q4	$394K	Buy	1,112 +207	+23%	+$74K	0.16%	68
2025 Q3	$306K	Sell	905 -225	-20%	-$69K	0.14%	67
2025 Q2	$307K	Sell	1,130 -1,590	-58%	-$345K	0.14%	67
2025 Q1	$504K	Buy	2,720 +929	+52%	+$197K	0.27%	63
2024 Q4	$403K	Buy	1,791 +485	+37%	+$89.7K	0.2%	82
2024 Q3	$229K	Buy	+1,306	New	+$209K	0.12%	117
2018 Q3	–	Sell	-390	Closed	-$9K	–	705
2018 Q2	$9K	Buy	+390	New	+$9.56K	0.01%	535

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Clarus Wealth Advisors increased its Broadcom (AVGO) stake by 4.2% in Q2 2026, buying an estimated $22.9K and bringing the position to 1,422 shares worth $553K. The position accounts for 0.21% of the portfolio, ranked #69.

Clarus Wealth Advisors first reported a position in AVGO in Q2 2018 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Clarus Wealth Advisors held 1,422 shares of Broadcom worth $553K as of Q2 2026.
Clarus Wealth Advisors bought 57 Broadcom shares in Q2 2026, an estimated $22.9K.
Broadcom made up 0.21% of Clarus Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Clarus Wealth Advisors first reported a position in Broadcom in Q2 2018 and has held it in 9 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.