Clearwater Capital Advisors’s Broadcom AVGO Stock Holding History

Clearwater Capital 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	$853K	Sell	2,257 -927	-29%	-$372K	0.06%	89
2026 Q1	$985K	Buy	3,184 +333	+12%	+$110K	0.08%	74
2025 Q4	$987K	Sell	2,851 -1,111	-28%	-$397K	0.08%	76
2025 Q3	$1.31M	Buy	3,962 +2,481	+168%	+$761K	0.11%	67
2025 Q2	$408K	Sell	1,481 -65	-4%	-$14.1K	0.04%	120
2025 Q1	$259K	Buy	1,546 +14	+0.9%	+$2.96K	0.03%	150
2024 Q4	$355K	Sell	1,532 -405	-21%	-$74.9K	0.03%	130
2024 Q3	$334K	Buy	1,937 +407	+27%	+$65.2K	0.03%	133
2024 Q2	$246K	Buy	+1,530	New	+$214K	0.03%	143
2018 Q2	–	Sell	-1,040	Closed	-$25K	–	209
2018 Q1	$25K	Buy	+1,040	New	+$26.2K	0.01%	357

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clearwater Capital Advisors's AVGO Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its Broadcom (AVGO) stake by 29% in Q2 2026, selling an estimated $372K and leaving 2,257 shares worth $853K. The position accounts for 0.06% of the portfolio, ranked #89.

Clearwater Capital Advisors first reported a position in AVGO in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.31M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Clearwater Capital Advisors held 2,257 shares of Broadcom worth $853K as of Q2 2026.
Clearwater Capital Advisors sold 927 Broadcom shares in Q2 2026, an estimated $372K.
Broadcom made up 0.06% of Clearwater Capital Advisors's portfolio in Q2 2026, its #89 holding.
Clearwater Capital Advisors first reported a position in Broadcom in Q1 2018 and has held it in 10 quarters since.
Clearwater Capital Advisors's Broadcom position peaked at $1.31M in Q3 2025.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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