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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clearwater Capital Advisors's AVGO Position: Q1 2026 in Review

Clearwater Capital Advisors increased its Broadcom (AVGO) stake by 12% in Q1 2026, buying an estimated $110K and bringing the position to 3,184 shares worth $985K. The position accounts for 0.08% of the portfolio, ranked #74.

Clearwater Capital Advisors first reported a position in AVGO in Q1 2018 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Clearwater Capital Advisors held 3,184 shares of Broadcom worth $985K as of Q1 2026.
Clearwater Capital Advisors bought 333 Broadcom shares in Q1 2026, an estimated $110K.
Broadcom made up 0.08% of Clearwater Capital Advisors's portfolio in Q1 2026, its #74 holding.
Clearwater Capital Advisors first reported a position in Broadcom in Q1 2018 and has held it in 9 quarters since.
Clearwater Capital Advisors's Broadcom position peaked at $1.31M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.