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Schear Investment Advisers’s Broadcom AVGO Stock Holding History

Schear Investment Advisers’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 		$14.7M Sell
38,961
-3,279
-8% -$1.31M 4.92% 4
2026
Q1 		$13.1M Sell
42,240
-334
-0.8% -$110K 5.77% 2
2025
Q4 		$14.7M Sell
42,574
-1,275
-3% -$456K 6.34% 2
2025
Q3 		$14.5M Sell
43,849
-311
-0.7% -$95.4K 6.44% 2
2025
Q2 		$12.2M Sell
44,160
-926
-2% -$201K 6.03% 2
2025
Q1 		$7.55M Buy
45,086
+4,472
+11% +$946K 4.35% 3
2024
Q4 		$9.42M Buy
40,614
+2,295
+6% +$424K 5.01% 4
2024
Q3 		$6.61M Buy
38,319
+4,379
+13% +$702K 4.09% 4
2024
Q2 		$5.45M Buy
33,940
+2,620
+8% +$367K 3.93% 6
2024
Q1 		$4.15M Buy
31,320
+240
+0.8% +$29.7K 3.33% 6
2023
Q4 		$3.47M Buy
31,080
+260
+0.8% +$24.6K 3.35% 7
2023
Q3 		$2.56M Sell
30,820
-410
-1% -$35.5K 2.76% 9
2023
Q2 		$2.71M Buy
31,230
+2,200
+8% +$157K 2.86% 7
2023
Q1 		$1.86M Buy
29,030
+620
+2% +$37.3K 2.23% 11
2022
Q4 		$1.59M Buy
+28,410
New +$1.42M 1.96% 13

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schear Investment Advisers's AVGO Position: Q2 2026 in Review

Schear Investment Advisers reduced its Broadcom (AVGO) stake by 7.8% in Q2 2026, selling an estimated $1.31M and leaving 38,961 shares worth $14.7M. The position accounts for 4.92% of the portfolio, ranked #4.

Schear Investment Advisers first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.7M in Q4 2025. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Schear Investment Advisers held 38,961 shares of Broadcom worth $14.7M as of Q2 2026.
  • Schear Investment Advisers sold 3,279 Broadcom shares in Q2 2026, an estimated $1.31M.
  • Broadcom made up 4.92% of Schear Investment Advisers's portfolio in Q2 2026, its #4 holding.
  • Schear Investment Advisers first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Schear Investment Advisers's Broadcom position peaked at $14.7M in Q4 2025.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.