Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.49M Sell
3,457
-5,218
-60% -$1.51M ﹤0.01% 1014
2026
Q1
$1.42M Buy
8,675
+758
+10% +$101K ﹤0.01% 964
2025
Q4
$997K Buy
7,917
+622
+9% +$87.6K ﹤0.01% 1017
2025
Q3
$1.03M Sell
7,295
-171
-2% -$22.2K ﹤0.01% 963
2025
Q2
$915K Buy
7,466
+7,060
+1,739% +$722K ﹤0.01% 941
2025
Q1
$37K Buy
406
+158
+64% +$16.7K ﹤0.01% 1520
2024
Q4
$28.6K Sell
248
-229
-48% -$28.7K ﹤0.01% 1565
2024
Q3
$56.6K Buy
477
+358
+301% +$41.7K ﹤0.01% 1262
2024
Q2
$16.4K Sell
119
-3,377
-97% -$453K ﹤0.01% 1416
2024
Q1
$399K Buy
3,496
+1,100
+46% +$103K ﹤0.01% 852
2023
Q4
$183K Buy
+2,396
New +$169K ﹤0.01% 931
2023
Q1
Sell
-692
Closed -$27.8K 1608
2022
Q4
$27.8K Buy
692
+180
+35% +$7.12K ﹤0.01% 1153
2022
Q3
$17K Buy
512
+202
+65% +$8.5K ﹤0.01% 1154
2022
Q2
$14K Buy
310
+307
+10,233% +$14.5K ﹤0.01% 1177
2022
Q1
$0 Buy
+3
New +$167 ﹤0.01% 1587
2021
Q4
Sell
-67,737
Closed -$3.57M 1528
2021
Q3
$3.57M Buy
+67,737
New +$3.38M 0.02% 290
2020
Q3
Sell
-95
Closed -$3K 1328
2020
Q2
$3K Hold
95
﹤0.01% 1009
2020
Q1
$2K Hold
95
﹤0.01% 1174
2019
Q4
$2K Sell
95
-2
-2% -$52 ﹤0.01% 1228
2019
Q3
$3K Sell
97
-152
-61% -$4.03K ﹤0.01% 1100
2019
Q2
$6K Hold
249
﹤0.01% 1024
2019
Q1
$7K Buy
+249
New +$6.56K ﹤0.01% 1026
2018
Q4
Sell
-207,167
Closed -$5.65M 1459
2018
Q3
$5.65M Sell
207,167
-9,125
-4% -$243K 0.05% 215
2018
Q2
$5.13M Buy
216,292
+2,152
+1% +$47.6K 0.05% 217
2018
Q1
$4.4M Buy
214,140
+741
+0.3% +$16K 0.05% 219
2017
Q4
$4.87M Buy
213,399
+225
+0.1% +$5.1K 0.05% 208
2017
Q3
$4.62M Buy
213,174
+211,538
+12,930% +$4.08M 0.05% 211
2017
Q2
$28K Sell
1,636
-71
-4% -$1.3K ﹤0.01% 822
2017
Q1
$31K Sell
1,707
-32
-2% -$558 ﹤0.01% 757
2016
Q4
$27K Sell
1,739
-110
-6% -$1.58K ﹤0.01% 786
2016
Q3
$25K Buy
+1,849
New +$25.1K ﹤0.01% 810

Other funds holding DELL

AssetMark Inc's DELL Position: Q2 2026 in Review

AssetMark Inc reduced its Dell (DELL) stake by 60% in Q2 2026, selling an estimated $1.51M and leaving 3,457 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

AssetMark Inc first reported a position in DELL in Q3 2016 and has held it in 31 quarters since. The position peaked at $5.65M in Q3 2018. 967 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • AssetMark Inc held 3,457 shares of Dell worth $1.49M as of Q2 2026.
  • AssetMark Inc sold 5,218 Dell shares in Q2 2026, an estimated $1.51M.
  • Dell made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1014 holding.
  • AssetMark Inc first reported a position in Dell in Q3 2016 and has held it in 31 quarters since.
  • AssetMark Inc's Dell position peaked at $5.65M in Q3 2018.
  • 967 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.