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Choate Investment Advisors’s Dell DELL Stock Holding History

Choate Investment 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 		$434K Buy
+1,006
New +$291K 0.01% 339
2025
Q4 		– Sell
-1,567
Closed -$222K – 448
2025
Q3 		$222K Sell
1,567
-400
-20% -$51.9K ﹤0.01% 395
2025
Q2 		$241K Buy
+1,967
New +$201K 0.01% 370
2025
Q1 		– Sell
-2,461
Closed -$284K – 400
2024
Q4 		$284K Buy
2,461
+742
+43% +$93.1K 0.01% 341
2024
Q3 		$204K Sell
1,719
-118
-6% -$13.7K 0.01% 374
2024
Q2 		$253K Buy
+1,837
New +$246K 0.01% 329

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

Choate Investment Advisors's DELL Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in Dell (DELL) in Q2 2026: 1,006 shares worth $434K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in DELL as recently as Q3 2025.

Choate Investment Advisors first reported a position in DELL in Q2 2024 and has held it in 6 quarters since. 2,134 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Choate Investment Advisors held 1,006 shares of Dell worth $434K as of Q2 2026.
  • Dell was a new Choate Investment Advisors position in Q2 2026.
  • Dell made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #339 holding.
  • Choate Investment Advisors first reported a position in Dell in Q2 2024 and has held it in 6 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.