Atria Wealth Solutions’s Dell DELL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.26M	Sell	18,352 -11	-0.1%	-$1.12K	0.05%	385
2025 Q1	$1.67M	Buy	18,363 +3,970	+28%	+$420K	0.02%	697
2024 Q4	$1.66M	Buy	14,393 +1,228	+9%	+$154K	0.02%	709
2024 Q3	$1.56M	Buy	13,165 +3,178	+32%	+$370K	0.02%	732
2024 Q2	$1.38M	Buy	9,987 +4,841	+94%	+$649K	0.02%	765
2024 Q1	$587K	Buy	5,146 +1,298	+34%	+$121K	0.01%	1189
2023 Q4	$294K	Sell	3,848 -202	-5%	-$14.3K	﹤0.01%	1517
2023 Q3	$279K	Sell	4,050 -280	-6%	-$16.7K	﹤0.01%	1461
2023 Q2	$234K	Buy	+4,330	New	+$199K	﹤0.01%	1600
2022 Q3	–	Sell	-4,619	Closed	-$213K	–	1780
2022 Q2	$213K	Buy	4,619 +81	+2%	+$3.83K	﹤0.01%	1417
2022 Q1	$228K	Buy	+4,538	New	+$253K	﹤0.01%	1493

Other funds holding DELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's DELL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Dell (DELL) stake by 0.06% in Q2 2025, selling an estimated $1.12K and leaving 18,352 shares worth $2.26M. The position accounts for 0.05% of the portfolio, ranked #385.

Atria Wealth Solutions first reported a position in DELL in Q1 2022 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold DELL as of Q2 2025.

Atria Wealth Solutions held 18,352 shares of Dell worth $2.26M as of Q2 2025.
Atria Wealth Solutions sold 11 Dell shares in Q2 2025, an estimated $1.12K.
Dell made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #385 holding.
Atria Wealth Solutions first reported a position in Dell in Q1 2022 and has held it in 11 quarters since.
1,359 funds tracked by Wall St. Rank held Dell as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.