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Ellsworth Advisors’s Broadcom AVGO Stock Holding History

Ellsworth Advisors’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 		$12M Buy
30,448
+18,383
+152% +$7.37M 1.97% 8
2026
Q1 		$3.73M Buy
12,065
+724
+6% +$238K 0.7% 49
2025
Q4 		$3.89M Buy
11,341
+948
+9% +$339K 0.77% 50
2025
Q3 		$3.65M Buy
10,393
+441
+4% +$135K 0.78% 46
2025
Q2 		$2.74M Sell
9,952
-77
-0.8% -$16.7K 0.67% 50
2025
Q1 		$1.68M Buy
10,029
+650
+7% +$138K 0.44% 75
2024
Q4 		$2.17M Buy
+9,379
New +$1.73M 0.57% 56
2024
Q1 		– Sell
-13,420
Closed -$1.5M – 173
2023
Q4 		$1.5M Buy
13,420
+230
+2% +$21.8K 0.47% 61
2023
Q3 		$1.14M Buy
13,190
+2,500
+23% +$217K 0.41% 64
2023
Q2 		$927K Buy
10,690
+180
+2% +$12.8K 0.32% 68
2023
Q1 		$674K Buy
10,510
+1,360
+15% +$81.8K 0.24% 71
2022
Q4 		$525K Buy
+9,150
New +$459K 0.2% 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

Ellsworth Advisors's AVGO Position: Q2 2026 in Review

Ellsworth Advisors increased its Broadcom (AVGO) stake by 152% in Q2 2026, buying an estimated $7.37M and bringing the position to 30,448 shares worth $12M. The position accounts for 1.97% of the portfolio, ranked #8.

Ellsworth Advisors first reported a position in AVGO in Q4 2022 and has held it in 12 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ellsworth Advisors held 30,448 shares of Broadcom worth $12M as of Q2 2026.
  • Ellsworth Advisors bought 18,383 Broadcom shares in Q2 2026, an estimated $7.37M.
  • Broadcom made up 1.97% of Ellsworth Advisors's portfolio in Q2 2026, its #8 holding.
  • Ellsworth Advisors first reported a position in Broadcom in Q4 2022 and has held it in 12 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.