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Clayton Financial Group’s Broadcom AVGO Stock Holding History

Clayton Financial Group’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 		$244K Sell
645
-257
-28% -$103K 0.13% 56
2026
Q1 		$279K Hold
902
– – 0.14% 61
2025
Q4 		$312K Buy
902
+200
+28% +$71.5K 0.16% 57
2025
Q3 		$232K Buy
+702
New +$215K 0.17% 47
2025
Q1 		– Sell
-1,047
Closed -$243K – 120
2024
Q4 		$243K Sell
1,047
-318
-23% -$58.8K 0.09% 105
2024
Q3 		$235K Buy
+1,365
New +$219K 0.09% 107

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

Clayton Financial Group's AVGO Position: Q2 2026 in Review

Clayton Financial Group reduced its Broadcom (AVGO) stake by 28% in Q2 2026, selling an estimated $103K and leaving 645 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #56.

Clayton Financial Group first reported a position in AVGO in Q3 2024 and has held it in 6 quarters since. The position peaked at $312K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Clayton Financial Group held 645 shares of Broadcom worth $244K as of Q2 2026.
  • Clayton Financial Group sold 257 Broadcom shares in Q2 2026, an estimated $103K.
  • Broadcom made up 0.13% of Clayton Financial Group's portfolio in Q2 2026, its #56 holding.
  • Clayton Financial Group first reported a position in Broadcom in Q3 2024 and has held it in 6 quarters since.
  • Clayton Financial Group's Broadcom position peaked at $312K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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