Clear Investment Research’s Broadcom AVGO Stock Holding History

Clear Investment Research’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	$294K	Buy	778 +1	+0.1%	+$401	0.46%	50
2026 Q1	$241K	Buy	777 +100	+15%	+$32.9K	0.38%	50
2025 Q4	$234K	Sell	677 -9	-1%	-$3.22K	0.39%	50
2025 Q3	$227K	Buy	686 +3	+0.4%	+$920	0.3%	58
2025 Q2	$188K	Hold	683	–	–	0.24%	60
2025 Q1	$114K	Buy	683 +45	+7%	+$9.52K	0.15%	74
2024 Q4	$148K	Buy	638 +40	+7%	+$7.4K	0.19%	64
2024 Q3	$103K	Buy	598 +28	+5%	+$4.49K	0.13%	78
2024 Q2	$91.9K	Hold	570	–	–	0.12%	79
2024 Q1	$75.9K	Sell	570 -140	-20%	-$17.3K	0.1%	85
2023 Q4	$79.3K	Buy	710 +650	+1,083%	+$61.5K	0.11%	87
2023 Q3	$5K	Hold	60	–	–	0.01%	144
2023 Q2	$5.21K	Buy	+60	New	+$4.28K	0.01%	143

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

Clear Investment Research's AVGO Position: Q2 2026 in Review

Clear Investment Research increased its Broadcom (AVGO) stake by 0.13% in Q2 2026, buying an estimated $401 and bringing the position to 778 shares worth $294K. The position accounts for 0.46% of the portfolio, ranked #50.

Clear Investment Research first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Clear Investment Research held 778 shares of Broadcom worth $294K as of Q2 2026.
Clear Investment Research bought 1 Broadcom share in Q2 2026, an estimated $401.
Broadcom made up 0.46% of Clear Investment Research's portfolio in Q2 2026, its #50 holding.
Clear Investment Research first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.