Elevatus Welath Management
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
Q3 		$6.04M Buy
17,210
+4,322
+34% +$1.63M 1.45% 20
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% +$1.3K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Elevatus Welath Management's AVGO Position: Q3 2026 in Review

Elevatus Welath Management increased its Broadcom (AVGO) stake by 34% in Q3 2026, buying an estimated $1.63M and bringing the position to 17,210 shares worth $6.04M. The position accounts for 1.45% of the portfolio, ranked #20.

Elevatus Welath Management first reported a position in AVGO in Q2 2023 and has held it in 14 quarters since. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Elevatus Welath Management held 17,210 shares of Broadcom worth $6.04M as of Q3 2026.
  • Elevatus Welath Management bought 4,322 Broadcom shares in Q3 2026, an estimated $1.63M.
  • Broadcom made up 1.45% of Elevatus Welath Management's portfolio in Q3 2026, its #20 holding.
  • Elevatus Welath Management first reported a position in Broadcom in Q2 2023 and has held it in 14 quarters since.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.