Clune & Associates’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
$627K Buy
1,660
+80
+5% +$32.1K 0.09% 107
2026
Q1
$489K Hold
1,580
0.09% 116
2025
Q4
$547K Buy
1,580
+113
+8% +$40.4K 0.12% 112
2025
Q3
$484K Buy
1,467
+48
+3% +$14.7K 0.12% 111
2025
Q2
$391K Sell
1,419
-15
-1% -$3.26K 0.11% 112
2025
Q1
$240K Hold
1,434
0.07% 127
2024
Q4
$332K Buy
+1,434
New +$265K 0.11% 113

Other funds holding AVGO

Clune & Associates's AVGO Position: Q2 2026 in Review

Clune & Associates increased its Broadcom (AVGO) stake by 5.1% in Q2 2026, buying an estimated $32.1K and bringing the position to 1,660 shares worth $627K. The position accounts for 0.09% of the portfolio, ranked #107.

Clune & Associates first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 1,110 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Clune & Associates held 1,660 shares of Broadcom worth $627K as of Q2 2026.
  • Clune & Associates bought 80 Broadcom shares in Q2 2026, an estimated $32.1K.
  • Broadcom made up 0.09% of Clune & Associates's portfolio in Q2 2026, its #107 holding.
  • Clune & Associates first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.