EIP
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Ellis Investment Partners’s Broadcom AVGO Stock Holding History

Ellis Investment Partners’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 		$1.03M Sell
2,720
-150
-5% -$60.1K 0.16% 118
2026
Q1 		$889K Buy
2,870
+261
+10% +$85.9K 0.15% 116
2025
Q4 		$903K Buy
2,609
+25
+1% +$8.94K 0.16% 111
2025
Q3 		$853K Sell
2,584
-78
-3% -$23.9K 0.15% 111
2025
Q2 		$734K Buy
2,662
+5
+0.2% +$1.09K 0.14% 118
2025
Q1 		$445K Buy
2,657
+9
+0.3% +$1.91K 0.09% 147
2024
Q4 		$614K Sell
2,648
-93
-3% -$17.2K 0.12% 127
2024
Q3 		$473K Buy
2,741
+11
+0.4% +$1.76K 0.09% 149
2024
Q2 		$439K Buy
2,730
+280
+11% +$39.2K 0.09% 155
2024
Q1 		$324K Hold
2,450
– – 0.07% 171
2023
Q4 		$273K Buy
2,450
+10
+0.4% +$947 0.06% 176
2023
Q3 		$202K Buy
2,440
+20
+0.8% +$1.73K 0.05% 199
2023
Q2 		$210K Buy
+2,420
New +$173K 0.05% 205
2022
Q4 		– Sell
-2,370
Closed -$105K – 240
2022
Q3 		$105K Buy
2,370
+20
+0.9% +$1.02K 0.03% 290
2022
Q2 		$114K Buy
2,350
+20
+0.9% +$1.12K 0.03% 289
2022
Q1 		$146K Buy
2,330
+20
+0.9% +$1.19K 0.03% 280
2021
Q4 		$154K Buy
2,310
+10
+0.4% +$562 0.04% 267
2021
Q3 		$111K Buy
2,300
+20
+0.9% +$973 0.03% 287
2021
Q2 		$109K Buy
2,280
+450
+25% +$20.9K 0.03% 282
2021
Q1 		$85K Buy
1,830
+10
+0.5% +$462 0.02% 317
2020
Q4 		$80K Buy
1,820
+20
+1% +$780 0.02% 318
2020
Q3 		$65K Buy
1,800
+20
+1% +$670 0.02% 319
2020
Q2 		$55K Buy
1,780
+20
+1% +$560 0.02% 340
2020
Q1 		$39K Buy
1,760
+520
+42% +$14.7K 0.02% 331
2019
Q4 		$40K Buy
1,240
+10
+0.8% +$304 0.01% 366
2019
Q3 		$33K Buy
1,230
+440
+56% +$12.5K 0.01% 388
2019
Q2 		$23K Buy
+790
New +$23K 0.01% 418

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

Ellis Investment Partners's AVGO Position: Q2 2026 in Review

Ellis Investment Partners reduced its Broadcom (AVGO) stake by 5.2% in Q2 2026, selling an estimated $60.1K and leaving 2,720 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #118.

Ellis Investment Partners first reported a position in AVGO in Q2 2019 and has held it in 27 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ellis Investment Partners held 2,720 shares of Broadcom worth $1.03M as of Q2 2026.
  • Ellis Investment Partners sold 150 Broadcom shares in Q2 2026, an estimated $60.1K.
  • Broadcom made up 0.16% of Ellis Investment Partners's portfolio in Q2 2026, its #118 holding.
  • Ellis Investment Partners first reported a position in Broadcom in Q2 2019 and has held it in 27 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.