EWM
AVGO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return