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Clearstead Advisors’s Broadcom AVGO Stock Holding History

Clearstead 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 		$59.6M Sell
157,661
-7,018
-4% -$2.81M 0.56% 40
2026
Q1 		$51M Buy
164,679
+45,303
+38% +$14.9M 0.47% 47
2025
Q4 		$41.3M Buy
119,376
+24,927
+26% +$8.91M 0.52% 43
2025
Q3 		$31.2M Sell
94,449
-13,015
-12% -$3.99M 0.41% 49
2025
Q2 		$29.6M Buy
107,464
+10,689
+11% +$2.32M 0.42% 49
2025
Q1 		$16.2M Sell
96,775
-2,205
-2% -$467K 0.25% 88
2024
Q4 		$22.9M Buy
98,980
+863
+0.9% +$160K 0.35% 61
2024
Q3 		$16.9M Buy
98,117
+12,217
+14% +$1.96M 0.26% 85
2024
Q2 		$13.8M Buy
85,900
+36,400
+74% +$5.1M 0.24% 90
2024
Q1 		$6.62M Buy
49,500
+2,250
+5% +$279K 0.33% 63
2023
Q4 		$5.27M Sell
47,250
-41,900
-47% -$3.97M 0.28% 76
2023
Q3 		$7.4M Buy
89,150
+51,000
+134% +$4.42M 0.21% 92
2023
Q2 		$3.31M Buy
38,150
+150
+0.4% +$10.7K 0.2% 95
2023
Q1 		$2.44M Buy
38,000
+3,070
+9% +$185K 0.18% 100
2022
Q4 		$1.95M Buy
34,930
+3,560
+11% +$178K 0.15% 124
2022
Q3 		$1.39M Buy
31,370
+430
+1% +$22K 0.13% 139
2022
Q2 		$1.5M Buy
30,940
+2,420
+8% +$136K 0.12% 142
2022
Q1 		$1.8M Buy
28,520
+3,100
+12% +$184K 0.12% 138
2021
Q4 		$1.69M Buy
25,420
+3,140
+14% +$176K 0.12% 140
2021
Q3 		$1.08M Buy
22,280
+4,250
+24% +$207K 0.08% 162
2021
Q2 		$860K Buy
18,030
+2,320
+15% +$108K 0.07% 179
2021
Q1 		$728K Buy
15,710
+1,130
+8% +$52.3K 0.06% 185
2020
Q4 		$638K Buy
14,580
+2,610
+22% +$102K 0.06% 187
2020
Q3 		$436K Sell
11,970
-2,090
-15% -$70K 0.05% 195
2020
Q2 		$444K Buy
14,060
+5,500
+64% +$154K 0.05% 188
2020
Q1 		$203K Hold
8,560
– – 0.03% 233
2019
Q4 		$271K Hold
8,560
– – 0.03% 238
2019
Q3 		$236K Buy
+8,560
New +$243K 0.03% 238

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Clearstead Advisors's AVGO Position: Q2 2026 in Review

Clearstead Advisors reduced its Broadcom (AVGO) stake by 4.3% in Q2 2026, selling an estimated $2.81M and leaving 157,661 shares worth $59.6M. The position accounts for 0.56% of the portfolio, ranked #40.

Clearstead Advisors first reported a position in AVGO in Q3 2019 and has held it in 28 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Clearstead Advisors held 157,661 shares of Broadcom worth $59.6M as of Q2 2026.
  • Clearstead Advisors sold 7,018 Broadcom shares in Q2 2026, an estimated $2.81M.
  • Broadcom made up 0.56% of Clearstead Advisors's portfolio in Q2 2026, its #40 holding.
  • Clearstead Advisors first reported a position in Broadcom in Q3 2019 and has held it in 28 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.