Element Pointe Advisors’s Broadcom AVGO Stock Holding History

Element Pointe 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 Q1	$2.02M	Hold	6,535	–	–	0.38%	26
2025 Q4	$2.26M	Sell	6,535 -180	-3%	-$64.4K	0.44%	25
2025 Q3	$2.22M	Hold	6,715	–	–	0.47%	26
2025 Q2	$1.85M	Hold	6,715	–	–	0.45%	23
2025 Q1	$1.12M	Buy	6,715 +725	+12%	+$153K	0.27%	29
2024 Q4	$1.39M	Buy	5,990 +570	+11%	+$105K	0.33%	27
2024 Q3	$935K	Sell	5,420 -240	-4%	-$38.5K	0.23%	33
2024 Q2	$909K	Buy	5,660 +3,000	+113%	+$420K	0.23%	31
2024 Q1	$353K	Sell	2,660 -1,090	-29%	-$135K	0.09%	52
2023 Q4	$419K	Buy	3,750 +770	+26%	+$72.9K	0.1%	55
2023 Q3	$248K	Buy	2,980 +320	+12%	+$27.7K	0.06%	62
2023 Q2	$231K	Buy	+2,660	New	+$190K	0.06%	66

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Element Pointe Advisors's AVGO Position: Q1 2026 in Review

Element Pointe Advisors held its Broadcom (AVGO) position steady in Q1 2026 at 6,535 shares worth $2.02M. The position accounts for 0.38% of the portfolio, ranked #26.

Element Pointe Advisors first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.26M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Element Pointe Advisors held 6,535 shares of Broadcom worth $2.02M as of Q1 2026.
Element Pointe Advisors left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.38% of Element Pointe Advisors's portfolio in Q1 2026, its #26 holding.
Element Pointe Advisors first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Element Pointe Advisors's Broadcom position peaked at $2.26M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Element Pointe Advisors's 13F filing for Q1 2026, filed 7 May 2026.