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Elk River Wealth Management’s Broadcom AVGO Stock Holding History

Elk River 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 		$28.4M Sell
75,125
-5,606
-7% -$2.25M 4.52% 7
2026
Q1 		$25M Buy
80,731
+506
+0.6% +$167K 4.15% 8
2025
Q4 		$27.7M Sell
80,225
-5,940
-7% -$2.12M 4.46% 6
2025
Q3 		$28.4M Sell
86,165
-19,733
-19% -$6.05M 4.56% 5
2025
Q2 		$29.2M Sell
105,898
-1,260
-1% -$274K 5.02% 5
2025
Q1 		$17.9M Sell
107,158
-5,297
-5% -$1.12M 3.36% 9
2024
Q4 		$26.1M Sell
112,455
-377
-0.3% -$69.7K 4.72% 6
2024
Q3 		$19.5M Buy
112,832
+1,512
+1% +$242K 3.54% 8
2024
Q2 		$17.9M Buy
111,320
+1,480
+1% +$207K 3.5% 8
2024
Q1 		$14.6M Sell
109,840
-28,230
-20% -$3.5M 2.96% 10
2023
Q4 		$15.4M Sell
138,070
-780
-0.6% -$73.9K 2.96% 8
2023
Q3 		$11.5M Sell
138,850
-300
-0.2% -$26K 2.55% 9
2023
Q2 		$12.1M Sell
139,150
-4,340
-3% -$310K 2.58% 9
2023
Q1 		$9.21M Buy
143,490
+1,800
+1% +$108K 2.09% 11
2022
Q4 		$7.92M Sell
141,690
-2,810
-2% -$141K 1.92% 14
2022
Q3 		$6.42M Buy
144,500
+6,070
+4% +$310K 1.69% 17
2022
Q2 		$6.72M Buy
138,430
+3,880
+3% +$218K 1.7% 18
2022
Q1 		$8.47M Buy
134,550
+6,570
+5% +$390K 1.85% 16
2021
Q4 		$8.52M Buy
127,980
+1,150
+0.9% +$64.6K 1.93% 15
2021
Q3 		$6.15M Buy
126,830
+4,440
+4% +$216K 1.56% 21
2021
Q2 		$5.84M Buy
122,390
+2,180
+2% +$101K 1.51% 21
2021
Q1 		$5.57M Buy
120,210
+15,410
+15% +$713K 1.59% 21
2020
Q4 		$4.59M Buy
+104,800
New +$4.09M 1.52% 18

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

Elk River Wealth Management's AVGO Position: Q2 2026 in Review

Elk River Wealth Management reduced its Broadcom (AVGO) stake by 6.9% in Q2 2026, selling an estimated $2.25M and leaving 75,125 shares worth $28.4M. The position accounts for 4.52% of the portfolio, ranked #7.

Elk River Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.2M in Q2 2025. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Elk River Wealth Management held 75,125 shares of Broadcom worth $28.4M as of Q2 2026.
  • Elk River Wealth Management sold 5,606 Broadcom shares in Q2 2026, an estimated $2.25M.
  • Broadcom made up 4.52% of Elk River Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Elk River Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • Elk River Wealth Management's Broadcom position peaked at $29.2M in Q2 2025.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.