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B.O.S.S. Retirement Advisors’s Dell DELL Stock Holding History

B.O.S.S. Retirement Advisors’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
Q2 		$403K Sell
935
-323
-26% -$93.4K 0.11% 108
2026
Q1 		$206K Buy
+1,258
New +$168K 0.06% 167
2025
Q4 		– Sell
-1,428
Closed -$202K – 180
2025
Q3 		$202K Buy
+1,428
New +$185K 0.05% 191
2024
Q4 		– Sell
-2,038
Closed -$242K – 203
2024
Q3 		$242K Buy
+2,038
New +$237K 0.05% 190

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DELL Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Dell (DELL) stake by 26% in Q2 2026, selling an estimated $93.4K and leaving 935 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #108.

B.O.S.S. Retirement Advisors first reported a position in DELL in Q3 2024 and has held it in 4 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 935 shares of Dell worth $403K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 323 Dell shares in Q2 2026, an estimated $93.4K.
  • Dell made up 0.11% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #108 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Dell in Q3 2024 and has held it in 4 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.