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Clarus Wealth Advisors’s Dell DELL Stock Holding History

Clarus Wealth 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
2025
Q1 		– Sell
-7,191
Closed -$792K – 95
2024
Q4 		$792K Buy
7,191
+975
+16% +$122K 0.39% 63
2024
Q3 		$740K Buy
6,216
+1,578
+34% +$184K 0.38% 55
2024
Q2 		$676K Buy
+4,638
New +$622K 0.36% 56
2021
Q3 		– Sell
-8,658
Closed -$426K – 104
2021
Q2 		$426K Buy
+8,658
New +$434K 0.27% 68
2018
Q4 		– Sell
-235
Closed -$6K – 678
2018
Q3 		$6K Hold
235
– – ﹤0.01% 591
2018
Q2 		$5K Buy
+235
New +$5.19K ﹤0.01% 607

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Clarus Wealth Advisors's DELL Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of Dell (DELL) in Q1 2025, closing a stake of 7,191 shares — an estimated $792K sold.

Clarus Wealth Advisors first reported a position in DELL in Q2 2018 and held it in 6 quarters. The position peaked at $792K in Q4 2024. 1,272 funds tracked by Wall St. Rank hold DELL as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining Dell position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 7,191 Dell shares in Q1 2025, an estimated $792K.
  • Clarus Wealth Advisors first reported a position in Dell in Q2 2018 and held it in 6 quarters.
  • Clarus Wealth Advisors's Dell position peaked at $792K in Q4 2024.
  • 1,272 funds tracked by Wall St. Rank held Dell as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.