EFG
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Elevated Financial Group’s Broadcom AVGO Stock Holding History

Elevated Financial Group’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 		$483K Buy
1,279
+302
+31% +$121K 0.13% 80
2026
Q1 		$302K Sell
977
-13
-1% -$4.28K 0.1% 107
2025
Q4 		$343K Buy
+990
New +$354K 0.12% 94

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

Elevated Financial Group's AVGO Position: Q2 2026 in Review

Elevated Financial Group increased its Broadcom (AVGO) stake by 31% in Q2 2026, buying an estimated $121K and bringing the position to 1,279 shares worth $483K. The position accounts for 0.13% of the portfolio, ranked #80.

Elevated Financial Group first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Elevated Financial Group held 1,279 shares of Broadcom worth $483K as of Q2 2026.
  • Elevated Financial Group bought 302 Broadcom shares in Q2 2026, an estimated $121K.
  • Broadcom made up 0.13% of Elevated Financial Group's portfolio in Q2 2026, its #80 holding.
  • Elevated Financial Group first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.