Clearstead Trust
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
Q3 		$15.4M Sell
43,828
-1,653
-4% -$622K 1.95% 11
2026
Q2 		$17.2M Sell
45,481
-166
-0.4% -$66.6K 2.25% 10
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Clearstead Trust's AVGO Position: Q3 2026 in Review

Clearstead Trust reduced its Broadcom (AVGO) stake by 3.6% in Q3 2026, selling an estimated $622K and leaving 43,828 shares worth $15.4M. The position accounts for 1.95% of the portfolio, ranked #11.

Clearstead Trust first reported a position in AVGO in Q3 2017 and has held it in 20 quarters since. The position peaked at $17.2M in Q2 2026. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Clearstead Trust held 43,828 shares of Broadcom worth $15.4M as of Q3 2026.
  • Clearstead Trust sold 1,653 Broadcom shares in Q3 2026, an estimated $622K.
  • Broadcom made up 1.95% of Clearstead Trust's portfolio in Q3 2026, its #11 holding.
  • Clearstead Trust first reported a position in Broadcom in Q3 2017 and has held it in 20 quarters since.
  • Clearstead Trust's Broadcom position peaked at $17.2M in Q2 2026.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.