EI
AVGO icon

Ellevest Inc’s Broadcom AVGO Stock Holding History

Ellevest Inc’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 		$2.15M Buy
5,697
+211
+4% +$84.6K 0.25% 53
2026
Q1 		$1.7M Buy
5,486
+330
+6% +$109K 0.24% 61
2025
Q4 		$1.78M Buy
5,156
+702
+16% +$251K 0.25% 57
2025
Q3 		$1.47M Buy
4,454
+56
+1% +$17.2K 0.21% 69
2025
Q2 		$1.21M Buy
4,398
+783
+22% +$170K 0.19% 75
2025
Q1 		$605K Buy
3,615
+298
+9% +$63.1K 0.04% 163
2024
Q4 		$769K Sell
3,317
-728
-18% -$135K 0.04% 135
2024
Q3 		$698K Buy
4,045
+225
+6% +$36.1K 0.04% 157
2024
Q2 		$613K Buy
3,820
+890
+30% +$125K 0.04% 168
2024
Q1 		$388K Buy
2,930
+520
+22% +$64.4K 0.02% 264
2023
Q4 		$269K Buy
+2,410
New +$228K 0.02% 317
2023
Q2 		– Sell
-2,100
Closed -$135K – 471
2023
Q1 		$135K Buy
2,100
+60
+3% +$3.61K 0.01% 392
2022
Q4 		$114K Sell
2,040
-450
-18% -$22.6K 0.01% 411
2022
Q3 		$111K Buy
2,490
+330
+15% +$16.9K 0.01% 395
2022
Q2 		$105K Sell
2,160
-870
-29% -$48.8K 0.01% 396
2022
Q1 		$191K Buy
3,030
+1,020
+51% +$60.6K 0.02% 320
2021
Q4 		$134K Sell
2,010
-60
-3% -$3.37K 0.01% 351
2021
Q3 		$100K Buy
2,070
+440
+27% +$21.4K 0.01% 378
2021
Q2 		$78K Hold
1,630
– – 0.01% 406
2021
Q1 		$76K Sell
1,630
-40
-2% -$1.85K 0.01% 386
2020
Q4 		$73K Buy
1,670
+1,270
+318% +$49.5K 0.01% 378
2020
Q3 		$15K Buy
400
+80
+25% +$2.68K ﹤0.01% 571
2020
Q2 		$10K Buy
320
+180
+129% +$5.04K ﹤0.01% 608
2020
Q1 		$3K Sell
140
-210
-60% -$5.92K ﹤0.01% 695
2019
Q4 		$11K Buy
350
+230
+192% +$6.98K ﹤0.01% 514
2019
Q3 		$3K Buy
+120
New +$3.41K ﹤0.01% 290

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

Ellevest Inc's AVGO Position: Q2 2026 in Review

Ellevest Inc increased its Broadcom (AVGO) stake by 3.8% in Q2 2026, buying an estimated $84.6K and bringing the position to 5,697 shares worth $2.15M. The position accounts for 0.25% of the portfolio, ranked #53.

Ellevest Inc first reported a position in AVGO in Q3 2019 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ellevest Inc held 5,697 shares of Broadcom worth $2.15M as of Q2 2026.
  • Ellevest Inc bought 211 Broadcom shares in Q2 2026, an estimated $84.6K.
  • Broadcom made up 0.25% of Ellevest Inc's portfolio in Q2 2026, its #53 holding.
  • Ellevest Inc first reported a position in Broadcom in Q3 2019 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.