Cloud Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$511K Sell
1,355
-164
-11% -$65.8K 0.19% 70
2026
Q1
$470K Buy
1,519
+58
+4% +$19.1K 0.2% 66
2025
Q4
$505K Buy
1,461
+484
+50% +$173K 0.24% 58
2025
Q3
$322K Buy
977
+89
+10% +$27.3K 0.17% 64
2025
Q2
$264K Buy
888
+532
+149% +$116K 0.16% 71
2025
Q1
$59K Buy
+356
New +$75.3K 0.04% 150

Other funds holding AVGO

Cloud Capital Management's AVGO Position: Q2 2026 in Review

Cloud Capital Management reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $65.8K and leaving 1,355 shares worth $511K. The position accounts for 0.19% of the portfolio, ranked #70.

Cloud Capital Management first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cloud Capital Management held 1,355 shares of Broadcom worth $511K as of Q2 2026.
  • Cloud Capital Management sold 164 Broadcom shares in Q2 2026, an estimated $65.8K.
  • Broadcom made up 0.19% of Cloud Capital Management's portfolio in Q2 2026, its #70 holding.
  • Cloud Capital Management first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.