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AVGO icon

Elite Financial’s Broadcom AVGO Stock Holding History

Elite Financial’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 		$228K Sell
605
-200
-25% -$80.2K 0.09% 53
2026
Q1 		$249K Hold
805
– – 0.11% 52
2025
Q4 		$278K Buy
805
+1
+0.1% +$358 0.13% 49
2025
Q3 		$288K Buy
804
+1
+0.1% +$307 0.13% 47
2025
Q2 		$239K Sell
803
-199
-20% -$43.2K 0.12% 52
2025
Q1 		$167K Buy
1,002
+3
+0.3% +$635 0.09% 53
2024
Q4 		$231K Buy
+999
New +$185K 0.13% 48

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

Elite Financial's AVGO Position: Q2 2026 in Review

Elite Financial reduced its Broadcom (AVGO) stake by 25% in Q2 2026, selling an estimated $80.2K and leaving 605 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #53.

Elite Financial first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Elite Financial held 605 shares of Broadcom worth $228K as of Q2 2026.
  • Elite Financial sold 200 Broadcom shares in Q2 2026, an estimated $80.2K.
  • Broadcom made up 0.09% of Elite Financial's portfolio in Q2 2026, its #53 holding.
  • Elite Financial first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Elite Financial's Broadcom position peaked at $288K in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.