Elevation Wealth Partners
AVGO icon

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
Q3 		$870K Buy
2,478
+22
+0.9% +$8.28K 0.24% 55
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
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Elevation Wealth Partners's AVGO Position: Q3 2026 in Review

Elevation Wealth Partners increased its Broadcom (AVGO) stake by 0.9% in Q3 2026, buying an estimated $8.28K and bringing the position to 2,478 shares worth $870K. The position accounts for 0.24% of the portfolio, ranked #55.

Elevation Wealth Partners first reported a position in AVGO in Q1 2023 and has held it in 15 quarters since. The position peaked at $928K in Q2 2026. 1,812 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Elevation Wealth Partners held 2,478 shares of Broadcom worth $870K as of Q3 2026.
  • Elevation Wealth Partners bought 22 Broadcom shares in Q3 2026, an estimated $8.28K.
  • Broadcom made up 0.24% of Elevation Wealth Partners's portfolio in Q3 2026, its #55 holding.
  • Elevation Wealth Partners first reported a position in Broadcom in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Broadcom position peaked at $928K in Q2 2026.
  • 1,812 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.