EWM
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Elevatus Welath Management’s Broadcom AVGO Stock Holding History

Elevatus Welath Management’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 		$4.87M Buy
12,888
+3,980
+45% +$1.6M 1.18% 23
2026
Q1 		$2.76M Sell
8,908
-2,558
-22% -$842K 1.45% 24
2025
Q4 		$3.97M Buy
11,466
+3,075
+37% +$1.1M 1.09% 28
2025
Q3 		$2.77M Buy
8,391
+535
+7% +$164K 0.8% 35
2025
Q2 		$2.17M Buy
7,856
+865
+12% +$188K 0.72% 36
2025
Q1 		$1.17M Buy
6,991
+540
+8% +$114K 0.66% 30
2024
Q4 		$1.5M Buy
6,451
+7
+0.1% +$1.29K 0.51% 30
2024
Q3 		$1.11M Sell
6,444
-20,556
-76% -$3.3M 0.36% 37
2024
Q2 		$4.34M Buy
27,000
+20,430
+311% +$2.86M 1.62% 19
2024
Q1 		$871K Sell
6,570
-340
-5% -$42.1K 0.34% 37
2023
Q4 		$772K Buy
6,910
+200
+3% +$18.9K 0.35% 40
2023
Q3 		$557K Buy
6,710
+450
+7% +$39K 0.5% 36
2023
Q2 		$543K Buy
+6,260
New +$446K 0.38% 34

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

Elevatus Welath Management's AVGO Position: Q2 2026 in Review

Elevatus Welath Management increased its Broadcom (AVGO) stake by 45% in Q2 2026, buying an estimated $1.6M and bringing the position to 12,888 shares worth $4.87M. The position accounts for 1.18% of the portfolio, ranked #23.

Elevatus Welath Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Elevatus Welath Management held 12,888 shares of Broadcom worth $4.87M as of Q2 2026.
  • Elevatus Welath Management bought 3,980 Broadcom shares in Q2 2026, an estimated $1.6M.
  • Broadcom made up 1.18% of Elevatus Welath Management's portfolio in Q2 2026, its #23 holding.
  • Elevatus Welath Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.