CT
AVGO icon

Clearstead Trust’s Broadcom AVGO Stock Holding History

Clearstead Trust’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
Q1 		$14.1M Sell
45,647
-358
-0.8% -$118K 2.3% 11
2025
Q4 		$15.9M Sell
46,005
-3,631
-7% -$1.3M 2.51% 9
2025
Q3 		$16.4M Buy
49,636
+4,481
+10% +$1.37M 2.8% 7
2025
Q2 		$12.4M Buy
45,155
+5,910
+15% +$1.28M 2.35% 9
2025
Q1 		$6.57M Buy
39,245
+1,387
+4% +$294K 1.46% 14
2024
Q4 		$8.78M Buy
37,858
+360
+1% +$66.6K 1.9% 10
2024
Q3 		$6.47M Buy
37,498
+1,168
+3% +$187K 1.55% 13
2024
Q2 		$5.83M Buy
36,330
+4,660
+15% +$653K 1.45% 14
2024
Q1 		$4.2M Buy
31,670
+5,200
+20% +$644K 1.1% 18
2023
Q4 		$2.95M Buy
26,470
+6,720
+34% +$636K 0.81% 25
2023
Q3 		$1.64M Buy
19,750
+17,910
+973% +$1.55M 0.54% 35
2023
Q2 		$159K Buy
1,840
+240
+15% +$17.1K 0.05% 146
2023
Q1 		$103K Buy
1,600
+10
+0.6% +$602 0.03% 181
2022
Q4 		$89K Buy
1,590
+10
+0.6% +$501 0.03% 187
2022
Q3 		$70K Buy
+1,580
New +$80.7K 0.02% 196
2018
Q3 		– Sell
-520
Closed -$13K – 197
2018
Q2 		$13K Buy
+520
New +$12.7K 0.01% 174
2018
Q1 		– Sell
-280
Closed -$7K – 122
2017
Q4 		$7K Hold
280
– – ﹤0.01% 183
2017
Q3 		$7K Buy
+280
New +$6.92K 0.01% 198

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clearstead Trust's AVGO Position: Q1 2026 in Review

Clearstead Trust reduced its Broadcom (AVGO) stake by 0.78% in Q1 2026, selling an estimated $118K and leaving 45,647 shares worth $14.1M. The position accounts for 2.3% of the portfolio, ranked #11.

Clearstead Trust first reported a position in AVGO in Q3 2017 and has held it in 18 quarters since. The position peaked at $16.4M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Clearstead Trust held 45,647 shares of Broadcom worth $14.1M as of Q1 2026.
  • Clearstead Trust sold 358 Broadcom shares in Q1 2026, an estimated $118K.
  • Broadcom made up 2.3% of Clearstead Trust's portfolio in Q1 2026, its #11 holding.
  • Clearstead Trust first reported a position in Broadcom in Q3 2017 and has held it in 18 quarters since.
  • Clearstead Trust's Broadcom position peaked at $16.4M in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.