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Advisor OS’s Dell DELL Stock Holding History

Advisor OS’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2M Buy
12,179
+1,072
+10% +$143K 0.14% 105
2025
Q4 		$1.4M Buy
11,107
+983
+10% +$138K 0.11% 125
2025
Q3 		$1.44M Buy
10,124
+1,329
+15% +$172K 0.12% 104
2025
Q2 		$1.08M Buy
8,795
+1,595
+22% +$163K 0.11% 136
2025
Q1 		$656K Buy
7,200
+954
+15% +$101K 0.07% 188
2024
Q4 		$720K Buy
6,246
+2,567
+70% +$322K 0.08% 162
2024
Q3 		$436K Buy
3,679
+1,045
+40% +$122K 0.04% 266
2024
Q2 		$363K Buy
+2,634
New +$353K 0.04% 274

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor OS's DELL Position: Q1 2026 in Review

Advisor OS increased its Dell (DELL) stake by 9.7% in Q1 2026, buying an estimated $143K and bringing the position to 12,179 shares worth $2M. The position accounts for 0.14% of the portfolio, ranked #105.

Advisor OS first reported a position in DELL in Q2 2024 and has held it in 8 quarters since. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Advisor OS held 12,179 shares of Dell worth $2M as of Q1 2026.
  • Advisor OS bought 1,072 Dell shares in Q1 2026, an estimated $143K.
  • Dell made up 0.14% of Advisor OS's portfolio in Q1 2026, its #105 holding.
  • Advisor OS first reported a position in Dell in Q2 2024 and has held it in 8 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.