Clear Point Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$237K Buy
+627
New +$251K 0.21% 86
2024
Q4
Sell
-414
Closed -$71.3K 134
2024
Q3
$71.3K Buy
414
+4
+1% +$641 0.06% 168
2024
Q2
$66.3K Hold
410
0.05% 165
2024
Q1
$54.4K Buy
410
+310
+310% +$38.4K 0.04% 192
2023
Q4
$11.2K Buy
+100
New +$9.47K 0.01% 306

Other funds holding AVGO

Clear Point Advisors's AVGO Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 627 shares worth $237K. The stake represents 0.21% of the portfolio and ranks #86 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in AVGO as recently as Q3 2024.

Clear Point Advisors first reported a position in AVGO in Q4 2023 and has held it in 5 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Clear Point Advisors held 627 shares of Broadcom worth $237K as of Q2 2026.
  • Broadcom was a new Clear Point Advisors position in Q2 2026.
  • Broadcom made up 0.21% of Clear Point Advisors's portfolio in Q2 2026, its #86 holding.
  • Clear Point Advisors first reported a position in Broadcom in Q4 2023 and has held it in 5 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.