Elevation Wealth Partners’s Broadcom AVGO Stock Holding History

Elevation Wealth Partners’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	$928K	Buy	2,456 +201	+9%	+$80.6K	0.28%	53
2026 Q1	$698K	Buy	2,255 +99	+5%	+$32.6K	0.25%	57
2025 Q4	$746K	Buy	2,156 +547	+34%	+$196K	0.26%	54
2025 Q3	$531K	Buy	1,609 +514	+47%	+$158K	0.19%	75
2025 Q2	$302K	Hold	1,095	–	–	0.12%	96
2025 Q1	$183K	Hold	1,095	–	–	0.08%	116
2024 Q4	$254K	Buy	1,095 +55	+5%	+$10.2K	0.11%	96
2024 Q3	$179K	Hold	1,040	–	–	0.08%	123
2024 Q2	$167K	Hold	1,040	–	–	0.08%	123
2024 Q1	$138K	Sell	1,040 -240	-19%	-$29.7K	0.07%	133
2023 Q4	$106K	Buy	1,280 +500	+64%	+$47.3K	0.06%	146
2023 Q3	$64.8K	Hold	780	–	–	0.06%	132
2023 Q2	$67.7K	Hold	780	–	–	0.06%	130
2023 Q1	$50K	Buy	+780	New	+$46.9K	0.05%	154

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Elevation Wealth Partners's AVGO Position: Q2 2026 in Review

Elevation Wealth Partners increased its Broadcom (AVGO) stake by 8.9% in Q2 2026, buying an estimated $80.6K and bringing the position to 2,456 shares worth $928K. The position accounts for 0.28% of the portfolio, ranked #53.

Elevation Wealth Partners first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 1,991 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Elevation Wealth Partners held 2,456 shares of Broadcom worth $928K as of Q2 2026.
Elevation Wealth Partners bought 201 Broadcom shares in Q2 2026, an estimated $80.6K.
Broadcom made up 0.28% of Elevation Wealth Partners's portfolio in Q2 2026, its #53 holding.
Elevation Wealth Partners first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
1,991 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.