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CloudAlpha Capital Management’s Broadcom AVGO Stock Holding History

CloudAlpha Capital Management’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 		– Sell
-98,080
Closed -$33.9M – 62
2025
Q4 		$33.9M Buy
98,080
+11,470
+13% +$4.1M 1.6% 19
2025
Q3 		$28.6M Sell
86,610
-26,613
-24% -$8.16M 1.03% 25
2025
Q2 		$31.2M Buy
+113,223
New +$24.6M 1.62% 20
2025
Q1 		– Sell
-116,319
Closed -$27M – 50
2024
Q4 		$27M Buy
116,319
+63,142
+119% +$11.7M 1.93% 9
2024
Q3 		$9.17M Buy
+53,177
New +$8.53M 0.54% 23
2024
Q2 		– Sell
-317,000
Closed -$42M – 33
2024
Q1 		$42M Buy
+317,000
New +$39.3M 5.01% 9
2023
Q4 		– Sell
-28,350
Closed -$2.35M – 44
2023
Q3 		$2.35M Buy
+28,350
New +$2.46M 0.13% 32

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

CloudAlpha Capital Management's AVGO Position: Q1 2026 in Review

CloudAlpha Capital Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 98,080 shares — an estimated $33.9M sold.

CloudAlpha Capital Management first reported a position in AVGO in Q3 2023 and held it in 7 quarters. The position peaked at $42M in Q1 2024. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • CloudAlpha Capital Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • CloudAlpha Capital Management sold 98,080 Broadcom shares in Q1 2026, an estimated $33.9M.
  • CloudAlpha Capital Management first reported a position in Broadcom in Q3 2023 and held it in 7 quarters.
  • CloudAlpha Capital Management's Broadcom position peaked at $42M in Q1 2024.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on CloudAlpha Capital Management's 13F filing for Q1 2026, filed 13 May 2026.