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Clune & Associates’s Broadcom AVGO Stock Holding History

Clune & Associates’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
Q3 		$556K Sell
1,583
-77
-5% -$29K 0.09% 108
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Clune & Associates's AVGO Position: Q3 2026 in Review

Clune & Associates reduced its Broadcom (AVGO) stake by 4.6% in Q3 2026, selling an estimated $29K and leaving 1,583 shares worth $556K. The position accounts for 0.09% of the portfolio, ranked #108.

Clune & Associates first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $627K in Q2 2026. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Clune & Associates held 1,583 shares of Broadcom worth $556K as of Q3 2026.
  • Clune & Associates sold 77 Broadcom shares in Q3 2026, an estimated $29K.
  • Broadcom made up 0.09% of Clune & Associates's portfolio in Q3 2026, its #108 holding.
  • Clune & Associates first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • Clune & Associates's Broadcom position peaked at $627K in Q2 2026.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.