CTA
AVGO icon

Clear Trail Advisors’s Broadcom AVGO Stock Holding History

Clear Trail 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 		$18.1M Sell
47,851
-1,187
-2% -$476K 2.76% 7
2026
Q1 		$15.2M Sell
49,038
-760
-2% -$250K 2.53% 10
2025
Q4 		$17.2M Buy
+49,798
New +$17.8M 4% 7

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

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

Clear Trail Advisors reduced its Broadcom (AVGO) stake by 2.4% in Q2 2026, selling an estimated $476K and leaving 47,851 shares worth $18.1M. The position accounts for 2.76% of the portfolio, ranked #7.

Clear Trail Advisors first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,804 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Clear Trail Advisors held 47,851 shares of Broadcom worth $18.1M as of Q2 2026.
  • Clear Trail Advisors sold 1,187 Broadcom shares in Q2 2026, an estimated $476K.
  • Broadcom made up 2.76% of Clear Trail Advisors's portfolio in Q2 2026, its #7 holding.
  • Clear Trail Advisors first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,804 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.