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EWG Elevate’s Broadcom AVGO Stock Holding History

EWG Elevate’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
2025
Q3 		$233K Buy
+707
New +$217K 0.07% 105
2023
Q1 		– Sell
-380
Closed -$21.2K – 130
2022
Q4 		$21.2K Buy
+380
New +$19.1K 0.01% 278

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EWG Elevate's AVGO Position: Q3 2025 in Review

EWG Elevate opened a new position in Broadcom (AVGO) in Q3 2025: 707 shares worth $233K. The stake represents 0.07% of the portfolio and ranks #105 among its holdings. This is a return to the name: EWG Elevate previously reported a position in AVGO as recently as Q4 2022.

EWG Elevate first reported a position in AVGO in Q4 2022 and has held it in 2 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • EWG Elevate held 707 shares of Broadcom worth $233K as of Q3 2025.
  • Broadcom was a new EWG Elevate position in Q3 2025.
  • Broadcom made up 0.07% of EWG Elevate's portfolio in Q3 2025, its #105 holding.
  • EWG Elevate first reported a position in Broadcom in Q4 2022 and has held it in 2 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.