Elevated Capital Advisors’s Broadcom AVGO Stock Holding History

Elevated 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 Q2	$1.66M	Sell	4,382 -3,117	-42%	-$1.25M	0.46%	53
2026 Q1	$2.32M	Buy	7,499 +3,294	+78%	+$1.08M	0.58%	42
2025 Q4	$1.46M	Sell	4,205 -1,527	-27%	-$546K	0.34%	76
2025 Q3	$1.89M	Sell	5,732 -1,408	-20%	-$432K	0.47%	52
2025 Q2	$1.2M	Hold	7,140	–	–	0.33%	74
2025 Q1	$1.2M	Sell	7,140 -608	-8%	-$129K	0.33%	74
2024 Q4	$1.8M	Sell	7,748 -852	-10%	-$158K	0.49%	43
2024 Q3	$1.48M	Sell	8,600 -80	-0.9%	-$12.8K	0.39%	57
2024 Q2	$1.39M	Buy	8,680 +150	+2%	+$21K	0.39%	64
2024 Q1	$1.13M	Sell	8,530 -380	-4%	-$47.1K	0.32%	84
2023 Q4	$995K	Sell	8,910 -80	-0.9%	-$7.58K	0.31%	89
2023 Q3	$747K	Sell	8,990 -320	-3%	-$27.7K	0.25%	99
2023 Q2	$808K	Buy	9,310 +260	+3%	+$18.5K	0.27%	105
2023 Q1	$581K	Hold	9,050	–	–	0.21%	116
2022 Q4	$506K	Buy	+9,050	New	+$454K	0.19%	114

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

Elevated Capital Advisors's AVGO Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Broadcom (AVGO) stake by 42% in Q2 2026, selling an estimated $1.25M and leaving 4,382 shares worth $1.66M. The position accounts for 0.46% of the portfolio, ranked #53.

Elevated Capital Advisors first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.32M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Elevated Capital Advisors held 4,382 shares of Broadcom worth $1.66M as of Q2 2026.
Elevated Capital Advisors sold 3,117 Broadcom shares in Q2 2026, an estimated $1.25M.
Broadcom made up 0.46% of Elevated Capital Advisors's portfolio in Q2 2026, its #53 holding.
Elevated Capital Advisors first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
Elevated Capital Advisors's Broadcom position peaked at $2.32M in Q1 2026.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.