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Ellenbecker Investment Group’s Broadcom AVGO Stock Holding History

Ellenbecker Investment Group’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 		$726K Sell
1,920
-443
-19% -$178K 0.08% 65
2026
Q1 		$732K Buy
2,363
+157
+7% +$51.7K 0.1% 59
2025
Q4 		$764K Buy
2,206
+257
+13% +$91.9K 0.11% 56
2025
Q3 		$643K Buy
1,949
+149
+8% +$45.7K 0.09% 59
2025
Q2 		$496K Buy
1,800
+7
+0.4% +$1.52K 0.08% 72
2025
Q1 		$300K Sell
1,793
-78
-4% -$16.5K 0.05% 88
2024
Q4 		$434K Buy
1,871
+193
+12% +$35.7K 0.08% 72
2024
Q3 		$290K Sell
1,678
-1,482
-47% -$238K 0.05% 88
2024
Q2 		$509K Buy
3,160
+1,400
+80% +$196K 0.1% 61
2024
Q1 		$234K Buy
+1,760
New +$218K 0.05% 97
2023
Q4 		– Sell
-3,480
Closed -$289K – 99
2023
Q3 		$289K Buy
+3,480
New +$302K 0.07% 74

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

Ellenbecker Investment Group's AVGO Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its Broadcom (AVGO) stake by 19% in Q2 2026, selling an estimated $178K and leaving 1,920 shares worth $726K. The position accounts for 0.08% of the portfolio, ranked #65.

Ellenbecker Investment Group first reported a position in AVGO in Q3 2023 and has held it in 11 quarters since. The position peaked at $764K in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ellenbecker Investment Group held 1,920 shares of Broadcom worth $726K as of Q2 2026.
  • Ellenbecker Investment Group sold 443 Broadcom shares in Q2 2026, an estimated $178K.
  • Broadcom made up 0.08% of Ellenbecker Investment Group's portfolio in Q2 2026, its #65 holding.
  • Ellenbecker Investment Group first reported a position in Broadcom in Q3 2023 and has held it in 11 quarters since.
  • Ellenbecker Investment Group's Broadcom position peaked at $764K in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.