McClarren Financial Advisors’s Broadcom AVGO Stock Holding History

McClarren Financial 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 Q2	$201K	Buy	+533	New	+$214K	0.1%	84
2025 Q2	–	Sell	-502	Closed	-$89K	–	100
2025 Q1	$89K	Sell	502 -8	-2%	-$1.69K	0.06%	111
2024 Q4	$118K	Buy	510 +165	+48%	+$30.5K	0.33%	50
2024 Q3	$169	Sell	345 -31,765	-99%	-$5.09M	0.02%	80
2024 Q2	$81K	Buy	32,110 +31,620	+6,453%	+$4.43M	0.06%	113
2024 Q1	$65K	Hold	490	–	–	0.05%	125
2023 Q4	$55K	Hold	490	–	–	0.04%	149
2023 Q3	$40K	Hold	490	–	–	0.03%	159
2023 Q2	$42K	Buy	+490	New	+$34.9K	0.03%	162

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McClarren Financial Advisors's AVGO Position: Q2 2026 in Review

McClarren Financial Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 533 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #84 among its holdings. This is a return to the name: McClarren Financial Advisors previously reported a position in AVGO as recently as Q1 2025.

McClarren Financial Advisors first reported a position in AVGO in Q2 2023 and has held it in 9 quarters since. 2,322 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

McClarren Financial Advisors held 533 shares of Broadcom worth $201K as of Q2 2026.
Broadcom was a new McClarren Financial Advisors position in Q2 2026.
Broadcom made up 0.1% of McClarren Financial Advisors's portfolio in Q2 2026, its #84 holding.
McClarren Financial Advisors first reported a position in Broadcom in Q2 2023 and has held it in 9 quarters since.
2,322 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.