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Elevate Capital Advisors’s Broadcom AVGO Stock Holding History

Elevate Capital 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 		$2.97M Buy
9,587
+5,180
+118% +$1.7M 1.92% 14
2025
Q4 		$1.53M Buy
4,407
+2,824
+178% +$1.01M 1.01% 40
2025
Q3 		$522K Buy
1,583
+257
+19% +$78.8K 0.36% 57
2025
Q2 		$365K Sell
1,326
-150
-10% -$32.6K 0.29% 60
2025
Q1 		$247K Buy
1,476
+156
+12% +$33K 0.23% 55
2024
Q4 		$306K Buy
+1,320
New +$244K 0.27% 61

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elevate Capital Advisors's AVGO Position: Q1 2026 in Review

Elevate Capital Advisors increased its Broadcom (AVGO) stake by 118% in Q1 2026, buying an estimated $1.7M and bringing the position to 9,587 shares worth $2.97M. The position accounts for 1.92% of the portfolio, ranked #14.

Elevate Capital Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Elevate Capital Advisors held 9,587 shares of Broadcom worth $2.97M as of Q1 2026.
  • Elevate Capital Advisors bought 5,180 Broadcom shares in Q1 2026, an estimated $1.7M.
  • Broadcom made up 1.92% of Elevate Capital Advisors's portfolio in Q1 2026, its #14 holding.
  • Elevate Capital Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.