EWM
AVGO icon

Elmwood Wealth Management’s Broadcom AVGO Stock Holding History

Elmwood 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 		$536K Buy
1,419
+321
+29% +$129K 0.13% 123
2026
Q1 		$340K Hold
1,098
– – 0.09% 143
2025
Q4 		$380K Buy
1,098
+32
+3% +$11.4K 0.12% 128
2025
Q3 		$352K Buy
+1,066
New +$327K 0.12% 112

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Elmwood Wealth Management's AVGO Position: Q2 2026 in Review

Elmwood Wealth Management increased its Broadcom (AVGO) stake by 29% in Q2 2026, buying an estimated $129K and bringing the position to 1,419 shares worth $536K. The position accounts for 0.13% of the portfolio, ranked #123.

Elmwood Wealth Management first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 925 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Elmwood Wealth Management held 1,419 shares of Broadcom worth $536K as of Q2 2026.
  • Elmwood Wealth Management bought 321 Broadcom shares in Q2 2026, an estimated $129K.
  • Broadcom made up 0.13% of Elmwood Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Elmwood Wealth Management first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 925 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.