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 Q2	$2.62M	Buy	6,930 +395	+6%	+$158K	0.42%	25
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Element Pointe Advisors's AVGO Position: Q2 2026 in Review

Element Pointe Advisors increased its Broadcom (AVGO) stake by 6% in Q2 2026, buying an estimated $158K and bringing the position to 6,930 shares worth $2.62M. The position accounts for 0.42% of the portfolio, ranked #25.

Element Pointe Advisors first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Element Pointe Advisors held 6,930 shares of Broadcom worth $2.62M as of Q2 2026.
Element Pointe Advisors bought 395 Broadcom shares in Q2 2026, an estimated $158K.
Broadcom made up 0.42% of Element Pointe Advisors's portfolio in Q2 2026, its #25 holding.
Element Pointe Advisors first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Element Pointe Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.