EWM
AVGO icon

Elite Wealth Management’s Broadcom AVGO Stock Holding History

Elite Wealth 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 		$13.3M Buy
35,160
+70
+0.2% +$28.1K 3.94% 5
2026
Q1 		$10.9M Sell
35,090
-2,151
-6% -$708K 3.53% 6
2025
Q4 		$12.9M Sell
37,241
-833
-2% -$298K 3.51% 6
2025
Q3 		$12.6M Buy
38,074
+34,195
+882% +$10.5M 3.25% 8
2025
Q2 		$1.07M Sell
3,879
-31,023
-89% -$6.74M 0.35% 19
2025
Q1 		$5.84M Sell
34,902
-1,277
-4% -$270K 0.76% 12
2024
Q4 		$8.39M Sell
36,179
-1,422
-4% -$263K 1.04% 11
2024
Q3 		$6.49M Buy
+37,601
New +$6.03M 0.89% 13
2014
Q1 		– Sell
-470
Closed -$2K – 346
2013
Q4 		$2K Buy
+470
New +$2.16K ﹤0.01% 645

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 Wealth Management's AVGO Position: Q2 2026 in Review

Elite Wealth Management increased its Broadcom (AVGO) stake by 0.2% in Q2 2026, buying an estimated $28.1K and bringing the position to 35,160 shares worth $13.3M. The position accounts for 3.94% of the portfolio, ranked #5.

Elite Wealth Management first reported a position in AVGO in Q4 2013 and has held it in 9 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Elite Wealth Management held 35,160 shares of Broadcom worth $13.3M as of Q2 2026.
  • Elite Wealth Management bought 70 Broadcom shares in Q2 2026, an estimated $28.1K.
  • Broadcom made up 3.94% of Elite Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Elite Wealth Management first reported a position in Broadcom in Q4 2013 and has held it in 9 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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